Steward Partners Investment Advisory, LLC INNOVATOR ETFS TRUST Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
3,646
Previous 3,576 1.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
70 Added 1.96%
3,646 $0
Q1 2025

May 13, 2025
SELL
N/A
-847 Reduced 19.15%
3,576 $0
Q4 2024

Feb 06, 2025
BUY
N/A
8 Added 0.18%
4,423 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-34,309 Reduced 88.6%
4,415 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-799 Reduced 2.02%
38,724 $0
Q1 2024

May 15, 2024
SELL
N/A
-1,078 Reduced 2.66%
39,523 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-2,258 Reduced 5.27%
40,601 $0
Q3 2023

Nov 13, 2023
BUY
N/A
42,859 New
42,859 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email