Back to Steward Partners Investment Advisory, LLC

SEPI
1 quarters

Position history for Steward Partners Investment Advisory, LLC's holdings in SCM TRUST

Steward Partners Investment Advisory, LLC holds 189,723 shares of SEPI (SCM TRUST), worth $4.8M as of 2026-Q1. This is a new position. SEPI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.8M

Current Shares

189,723

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
189,723
-
$4.8M0.0%$25.83
37

Other major holders of SEPI: SHELTON CAPITAL MANAGEMENT, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used