Number of Shares
2,400
Previous 2,700 11.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-300 Reduced 11.11%
2,400 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-3,000 Reduced 52.63%
2,700 $0
Q1 2024

May 15, 2024

BUY
N/A
5,700 New
5,700 $0
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.