Steward Partners Investment Advisory, LLC JPMORGAN CHASE FINL CO LLC Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
22,060
Previous 15,317 44.02%
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
6,743 Added 44.02%
22,060 $0
Q1 2025

May 13, 2025
BUY
N/A
4,469 Added 41.2%
15,317 $0
Q4 2024

Feb 06, 2025
BUY
N/A
1,886 Added 21.04%
10,848 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,662 Reduced 15.64%
8,962 $0
Q2 2024

Aug 08, 2024
BUY
N/A
10,624 New
10,624 $0
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