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Steward Partners Investment Advisory’s Heartbeam BEAT Stock Holding History

Steward Partners Investment Advisory’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.8K Hold
11,000
– – ﹤0.01% 3063
2025
Q1 		$22.1K Buy
+11,000
New +$22.1K ﹤0.01% 2765