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IDEQIDEQ
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in LAZARD ACTIVE ETF TR

Steward Partners Investment Advisory, LLC holds 84,974 shares of IDEQ (LAZARD ACTIVE ETF TR), worth $3M as of 2026-Q2. The position was increased (+79.7% shares). IDEQ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3M

Current Shares

84,974

Total Value Change

+$2.8M

Total Shares Change

+78,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,974
+79.7%
$3M0.0%$35.07
40
2026-Q1
Increased
47,293
+50.8%
$1.5M0.0%$33.06
35
2025-Q4
Increased
31,358
+363.5%
$951,7150.0%$30.51
40
2025-Q3
New
6,765
-
$191,7880.0%$28.23
31

Other major holders of IDEQ: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Bank of New York Mellon Corp

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