Steward Partners Investment Advisory, LLC INVESTMENT MANAGERS SER TR I Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Number of Shares
15,095
Previous 15,595 3.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
N/A
-500 Reduced 3.21%
15,095 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-3,856 Reduced 19.82%
15,595 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-100 Reduced 0.51%
19,451 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-625 Reduced 3.1%
19,551 $0
Q1 2024

May 15, 2024
SELL
N/A
-1,050 Reduced 4.95%
20,176 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-3,675 Reduced 14.76%
21,226 $0
Q3 2023

Nov 13, 2023
BUY
N/A
24,901 New
24,901 $0
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