Steward Partners Investment Advisory, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
9,766
Previous 6,919 41.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
BUY
N/A
2,847 Added 41.15%
9,766 $0
Q1 2025

May 13, 2025
BUY
N/A
2,801 Added 68.02%
6,919 $0
Q4 2024

Feb 06, 2025
BUY
N/A
2,046 Added 98.75%
4,118 $0
Q3 2024

Nov 14, 2024
BUY
N/A
2,072 New
2,072 $0
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