Number of Shares
375
Previous 360 4.17%
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
Q2 2024

Aug 08, 2024

BUY
N/A
15 Added 4.17%
375 $0
Q1 2024

May 15, 2024

BUY
N/A
15 Added 4.35%
360 $0
Q4 2023

Feb 12, 2024

BUY
N/A
18 Added 5.5%
345 $0
Q3 2023

Nov 13, 2023

BUY
N/A
113 Added 52.8%
327 $0
Q2 2023

Aug 14, 2023

BUY
N/A
10 Added 4.9%
214 $0
Q1 2023

May 15, 2023

BUY
N/A
204 New
204 $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.