Steward Partners Investment Advisory, LLC
Holdings in FUND
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,783 | 1,588 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $12,913 | 1,554 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $11,451 | 1,531 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $11,344 | 1,531 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $11,016 | 1,505 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $15,954 | 2,072 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $15,064 | 2,014 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $16,192 | 2,014 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $15,936 | 1,992 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $14,834 | 1,970 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $39,511 | 4,970 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $10,935 | 1,350 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $10,592 | 1,329 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $9,005 | 1,309 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $9,729 | 1,287 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $11,464 | 1,264 | Shares | Sole | 2022-05-02 |