Steward Partners Investment Advisory, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Number of Shares
64,173
Previous 87,970 27.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-23,797 Reduced 27.05%
64,173 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-192 Reduced 0.22%
87,970 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,780 Reduced 1.98%
88,162 $0
Q2 2024

Aug 08, 2024
BUY
N/A
218 Added 0.24%
89,942 $0
Q1 2024

May 15, 2024
SELL
N/A
-430,241 Reduced 82.74%
89,724 $0
Q4 2023

Feb 12, 2024
BUY
N/A
519,965 New
519,965 $0
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