Steward Partners Investment Advisory, LLC
Position in ANEW — ProShares MSCI Transformational Changes ETF
CIK 1723397
STAMFORD, CT
All Filings in ANEW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,675 | 149 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,761 | 149 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,484 | 149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,695 | 149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,477 | 149 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,692 | 149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,717 | 149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,761 | 149 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,282 | 149 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,193 | 149 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $1,276 | 40 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,592 | 90 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $47,932 | 1,064 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $47,531 | 1,064 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,749 | 2,441 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $103,815 | 2,441 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,077 | 1,849 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||