Steward Partners Investment Advisory, LLC
Holdings in WRAP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,380 | 1,000 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,170 | 1,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,560 | 1,000 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $9,405 | 5,500 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $11,660 | 5,500 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $10,500 | 7,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $18,000 | 9,000 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $20,340 | 9,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $40,300 | 13,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $21,000 | 14,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $21,900 | 15,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $25,800 | 15,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $25,772 | 15,250 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $27,274 | 15,950 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $29,667 | 15,950 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $197,316 | 73,080 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $304,889 | 77,580 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $665,968 | 111,180 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $807,608 | 102,880 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $501,122 | 90,130 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $331,965 | 68,730 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $254,078 | 37,530 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $10,480 | 1,000 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $4,260 | 1,000 | Shares | Sole | 2020-04-29 |