STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC current holdings: Foreign Stocks
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 7 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are BP, TSM, DEO.
- BP: Country of operation —; Class COMMON STOCK ADR; Shares 37,599; Value $1,416,736.
- TSM: Country of operation —; Class COMMON STOCK ADR; Shares 5,045; Value $686,372.
- DEO: Country of operation —; Class COMMON STOCK ADR; Shares 2,943; Value $437,742.
- SHEL: Country of operation —; Class COMMON STOCK ADR; Shares 5,681; Value $380,827.
Form 13F-HR as filed (SEC CIK 12532): quarter ended 2024-03-31, filed 2024-05-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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