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Ies Hldgs shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3k 67 79.22
2023-09-30 $4.1k 63 65.87

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

Top funds holding Ies Hldgs

Jeffrey L. Gendell
Dimensional Fund Advisors
AltraVue Capital
Vanguard Group
Royce & Associates
Breach Inlet Capital Management
New York State Common Retirement Fund
Charles Schwab Investment Management
State of Wyoming
Assenagon Asset Management
Arrowstreet Capital, Limited Partnership
Legato Capital Management
Millennium Management
Wells Fargo & Company
Goldman Sachs Group

View all funds holding Ies Hldgs