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
Jpmorgan Chase Financial Company LLC 4 Y U.S. Equity Autocallable	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Davis Cnty Ia Cmnty Sch Dist Iowa Sch Infrastructure Sales Svcs & Use Tax Rev,	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
JPMPRC Jpmorgan Chase & CO Dep Sh Rep	Q3 2021 Filed on Nov 12, 2021	8,425	N/A
Davis Ca Jt Uni Sch Dist Yolo Cnty, Election 2018 Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
JPMPRJ Jpmorgan Chase & CO Dep Shs Rp	Q3 2021 Filed on Nov 12, 2021	7,439	N/A
Davenport Iowa, Go Corp Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
JPMPRK Jpmorgan Chase & CO Repstg 1/4	Q3 2021 Filed on Nov 12, 2021	1,750	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Dauphin Cnty Pa Genl Auth Health Sys Rev, Rev Bds, Pinnacle Hlth Sys	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Tri Cnty Met Transn Dist Or Rev, Snr Lien Payroll Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Joint Mun Wtr & Swr Commn Sc Wtr & Swr Sys Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Danville Va, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Genl Resolution Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Danville Va, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Travis Cnty Tex, LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Johnston Cnty Nc LTD Oblig, LTD Oblg Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Danville Va, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Johnson Creek Wi Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Danville Va, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Travis Cnty Tex, Ctfs Oblig	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Johnson Cnty Ks Wtr Dist No 001 Wtr Rev, Wtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
DANOY Groupe Danone Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	407	$13.55 - $15.35 $5.51K - $6.25K
Travis Cnty Tex, LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr System Sec	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Johnson Cnty Ks Wtr Dist No 001 Wtr Rev, Wtr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dalton Ga Dev Auth Rev, Rev Ref Bds, Hamilton Health	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Travis Cnty Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Johnson Cnty Ks Uni Sch Dist No 229, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
SYPR Sypris Solutions Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	495	$3.02 - $3.89 $1.49K - $1.93K
Dallas Tx Wtrwks & Swr Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Johnson Cnty Ks Pub Bldg Commn Lease Pur Rev, Rev Bds, 8788 Metcalf Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Wtrwks And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Johnson Cnty Kans, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Wtrwks And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Johnson Cnty Kans, Internal Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A

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