Steward Partners Investment Advisory, LLC ULTIMUS MANAGERS TR Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025
Number of Shares
59,969
Previous 63,150 5.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
N/A
-3,181 Reduced 5.04%
59,969 $0
Q1 2025

May 13, 2025
BUY
N/A
24,560 Added 63.64%
63,150 $0
Q4 2024

Feb 06, 2025
BUY
N/A
38,590 New
38,590 $0
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