Steward Partners Investment Advisory, LLC ISHARES TR Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
3,048
Previous 96 3075.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
2,952 Added 3075.0%
3,048 $0
Q1 2025

May 13, 2025
SELL
N/A
-961 Reduced 90.92%
96 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-488 Reduced 31.59%
1,057 $0
Q3 2023

Nov 13, 2023
BUY
N/A
808 Added 109.63%
1,545 $0
Q2 2023

Aug 14, 2023
BUY
N/A
737 New
737 $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