Steward Partners Investment Advisory, LLC Invesco Indx Tr Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 188 shares of BSJR stock, worth $4,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares

188

Previous 9,240 97.97%

Holding current value

$4,207

Previous $204,000 98.04%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$22.08 - $22.75 $199,868 - $205,933	-9,052 Reduced 97.97%	188 $4,000
Q2 2024 Aug 08, 2024	BUY	$21.86 - $22.26 $107,769 - $109,741	4,930 Added 114.39%	9,240 $204,000
Q1 2024 May 15, 2024	BUY	$22.13 - $22.46 $95,380 - $96,802	4,310 New	4,310 $95,000
Q3 2021 Nov 12, 2021	SELL	$25.34 - $25.8 $83,774 - $85,294	-3,306 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$25.34 - $25.67 $9,907 - $10,036	-391 Reduced 10.58%	3,306 $85,000
Q1 2021 May 14, 2021	BUY	$25.07 - $25.7 $68,666 - $70,392	2,739 Added 285.91%	3,697 $93,000
Q4 2020 Feb 11, 2021	BUY	$24.39 - $25.62 $23,365 - $24,543	958 New	958 $25,000

Others Institutions Holding BSJR

# of Institutions

Shares Held

7.46M

Call Options Held

Put Options Held

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About INVESCO INDX TR

Ticker BSJR
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Steward Partners Investment Advisory, LLC Invesco Indx Tr Transaction History