Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: STEWARD PARTNERS INVESTMENT SOLUTIONS LLC
  City: PORTLAND
  State: OR
  Zip: 97224
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $594,176,000
  Total Value Change : $354,409,000
  Securities Held Change : 111
   
All Securities Held : 257
  New Positions : 124
  Closed Positions : 13
  Increased Positions : 88
  Unchanged Positions : 8
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PBI)1 Year Chart         PBI Pitney Bowes Inc 70 - $4.12 $1,839,000 424,797 0.31% -30,000 0 0.245    Business Equipment
   (NANR)1 Year Chart         NANR Spdr S 158 - $56.47 $493,000 9,038 0.08% 32,000 0 0.065    N/A
   (STR)1 Year Chart         STR Sitio Royalties Corp 163 - $22.76 $476,000 19,239 0.08% 24,000 0 0.011    N/A
   (HIG)1 Year Chart         HIG Hartford Financial Services... 196 - $101.28 $349,000 3,388 0.06% 77,000 0 0    Property & Casualty I...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 216 - $15.44 $271,000 17,251 0.05% 33,000 0 0    Oil & Gas Pipelines &...
   (SIGA)1 Year Chart         SIGA Siga Technologies Inc 253 - $8.88 $89,000 10,385 0.01% 31,000 0 0.013    Drug Manufacturers - ...
   (CCLP)1 Year Chart         CCLP CSI Compressco LP 255 - $2.42 $25,000 10,518 0% 8,000 0 0.022    Oil & Gas Equipment &...
   (PVL)1 Year Chart         PVL Permianville Royalty Trust 256 - $1.39 $17,000 12,318 0% -1,000 0 0.037    Independent Oil & Gas

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results