Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $594 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 124 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, 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 Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.