Steward Partners Investment Advisory, LLC
Holdings in CXE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $325,070 | 87,857 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $325,433 | 87,482 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $18,218 | 5,089 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $18,778 | 5,089 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $18,727 | 5,089 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $20,406 | 5,089 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $25,684 | 6,923 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $13,514 | 3,723 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $13,216 | 3,723 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $11,615 | 3,723 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,952 | 1,423 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $5,193 | 1,423 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $4,966 | 1,423 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $4,795 | 1,423 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $5,350 | 1,423 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $6,246 | 1,423 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $7,243 | 1,423 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $7,484 | 1,423 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $7,513 | 1,423 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $7,257 | 1,423 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $7,214 | 1,423 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $6,716 | 1,423 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $6,631 | 1,423 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $6,673 | 1,423 | Shares | Sole | 2020-04-29 |