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
Knoxville Tn Wtr Rev, Sys Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
University Tx Perm Univ Fd, Ref Perm Univ Fd Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Knoxville Tn Waste Wtr Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Douglas Cnty Ks Uni Sch Dist No 491 Eudora, Go Ref And Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Tx Perm Univ Fd, Perm Univ Fd Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Dominion Resources, Inc. Jr Sub Nts	Q3 2021 Filed on Nov 12, 2021	1,319	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Knoxville Tn Waste Wtr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
University Ok Revs, Genl Rev And Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Knoxville Tn Elec Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Dividend & Income Fd Incorporated Com New	Q3 2021 Filed on Nov 12, 2021	8,950	N/A
University North Fl Fing Corp Cap Impt Rev, Ref Rev Bds, Hsg Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Personal Income Tax Rev Bds,	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
DHCNI Diversified Healthcare Trust Industrials	Q3 2021 Filed on Nov 12, 2021	2,861	$24.0 - $24.83 $68.7K - $71K
University Nc Greensboro Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, State Personal Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Kleinwood Mun Util Dist Tex, Ultd Tax And Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Sub Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Nc Greensboro Rev, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Klein Tx Indpt Sch Dist, Ultd Tax Sch House Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Sub Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
University Nc Chapel Hill Rev, Taxable Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Klein Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Klein Tx Indpt Sch Dist, Ultd Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Pub Util Sub Lien Rev Bds,	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
University Ne Univ Revs, Rev Bds, Univ Of Nebraska Omaha Std Ctr Proj	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Klein Tx Indpt Sch Dist, Ultd Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Pub Util Sub Lien Rev Ref	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
University Ne Facilities Corp Rev, Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Kingsport Tenn, Go Impt Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
University Minn, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Kings Manor Mun Util Dist Tex, Wtrwrks Swr Sys Combined Unltd Tax Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
University Minn, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Rev, Ref Bds, National Public Radio	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
King Cnty Wa Swr Rev, Swr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
University Mi Univ Revs, Regents Genl Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
District Columbia Income Tax Rev, Secd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
King Cnty Wa Sch Dist No 412 Shoreline, Unltd Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
University Mi Univ Revs, Go Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Income Tax Rev, Secd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
King Cnty Wa Sch Dist No 412 Shoreline, Ultd Tax Go Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A

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