Number of Shares
15,992
Previous 15,807 1.17%
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
Q3 2024

Nov 14, 2024

BUY
N/A
185 Added 1.17%
15,992 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-318 Reduced 1.97%
15,807 $0
Q1 2024

May 15, 2024

BUY
N/A
2,175 Added 15.59%
16,125 $0
Q4 2023

Feb 12, 2024

BUY
N/A
611 Added 4.58%
13,950 $0
Q3 2023

Nov 13, 2023

BUY
N/A
3,831 Added 40.29%
13,339 $0
Q2 2023

Aug 14, 2023

BUY
N/A
9,508 New
9,508 $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.