Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,895 | 2,250 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $58,984 | 3,650 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $59,239 | 3,650 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $37,344 | 2,400 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $35,592 | 2,400 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $37,651 | 2,400 | Shares | Sole | 2024-11-14 |