Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Enbridge Inc.	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
ATUSF Altius Minerals Corp	Q3 2021 Filed on Nov 12, 2021	3,410	$11.94 - $14.3 $40.7K - $48.8K
North Carolina Cap Facilities Fin Agy Rev, Rev Bds, Duke Univ	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Lexington Cnty Sc Health Svcs Dist Inc Hosp Rev, Bds, Lexington Med Ctr	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
ENBA Enbridge Inc Industrials	Q3 2021 Filed on Nov 12, 2021	74	$26.52 - $27.46 $1.96K - $2.03K
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
July Alternative Investment Pending Settlement	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
North Carolina Eastn Mun Pwr Agy Pwr Sys Rev, Pub Pwr Sys Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Lewisville Tx Indpt Sch Dist, Unltd Tax Bldg Ref Bds	Q3 2021 Filed on Nov 12, 2021	290,000	N/A
Encanto Real Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
ALLPRI Allstate Corp Dep Shs Repstg 1	Q3 2021 Filed on Nov 12, 2021	6,100	N/A
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Encanto Real Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
North Carolina Cap Facilities Fin Agy Edl Facilities Rev, Bds, Wake Forest	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
ALLPRB Allstate Corp Sub Deb Fixed To	Q3 2021 Filed on Nov 12, 2021	826	N/A
Utah Infrastructure Agy Telecommunications & Franchise Tax Rev,	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Sch Bldg	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
North Carolina Agric & Technical Univ Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
ALLPRG Allstate Corp Ds Repstg 1/1000	Q3 2021 Filed on Nov 12, 2021	19,701	N/A
Utah Cnty Utah Hosp Rev, Ref Bds, Ihc Hlth Svcs Inc	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Sch Bldg	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
ALIZY Allianz Se Financial Services	Q3 2021 Filed on Nov 12, 2021	1,037	$21.58 - $25.19 $22.4K - $26.1K
North Branch Mi Area Schs Lapeer Cnty, Go Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
El Paso Tx Wtr & Swr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Utah Assd Mun Pwr Sys Rev, Ref Horse Butte Wind Proj, Horse Butte Wind	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Alkeon Growth Rj Partners, Lp Series 1	Q3 2021 Filed on Nov 12, 2021	3,068,935	N/A
North Allegheny Pa Sch Dist, Go LTD Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Lehigh Cnty Pa Genl Purp Auth Revs, Colg Rev Bds, Muhlenberg College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
El Paso Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Utah Assd Mun Pwr Sys Rev, Ref Bds, Horse Butte Wind	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Alkeon Growth Offshore, Ltd Sub Class 8	Q3 2021 Filed on Nov 12, 2021	823,102	N/A
Norfolk Va Economic Dev Auth Health Care Facilities Rev, Ref Bds, Sentara	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lehigh Cnty Pa Auth Wtr & Swr Rev, Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
El Paso Cnty CO Sch Dist No 020, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Upper Trinity Regl Wtr Dist Tx Regl Wastewtr Sys Rev, Ref Bds, Lakeview	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
AQNA Algonquin Power & Utilities Corp. Industrials	Q3 2021 Filed on Nov 12, 2021	66	$27.3 - $28.11 $1.8K - $1.86K
Lightspeed Pos Incorporated Sub Vtg Shs	Q3 2021 Filed on Nov 12, 2021	450	N/A
Norfolk Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Lehigh Cnty Pa Auth Wtr & Swr Rev, Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
El Dorado Ar Sch Dist No 015, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
ALFVY Alfa Laval Ab Unsponsored Adr Industrials	Q3 2021 Filed on Nov 12, 2021	114	$35.33 - $42.92 $4.03K - $4.89K
Upper Occoquan Sew Auth Va Regl Sew Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Norfolk Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Leesburg Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
El Centro Ca Elem Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Albuquerque N Mex, Go Genl Purp Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Upper Occoquan Sew Auth Va Regl Sew Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Norfolk Cnty Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A

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