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
Jersey City N J, Genl Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	185,000	N/A
New York Ny City Hsg Dev Corp Multifamily Hsg Rev, Bds, Sustainable	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Dallas Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
Jefferson Cnty Mo Ctf Partn, Ref	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New York Ny City Hsg Dev Corp Multifamily Hsg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Dallas Tex, Go Ref Bds, Denton Collin Rockwall Kaufman	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Jefferson Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secd Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Dallas Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Software Acquisitn Grup Incorporated Ii Com Class A	Q3 2021 Filed on Nov 12, 2021	3,500	N/A
Stamps Com Incorporated Com New	Q3 2021 Filed on Nov 12, 2021	100	N/A
Janus Henderson Group PLC	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Dallas Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
SHLS Shoals Technologies Group, Inc. Technology	Q3 2021 Filed on Nov 12, 2021	200	$25.68 - $37.49 $5.14K - $7.5K
New York Ny City Transitional Fin Auth Rev, Future Tax Secd Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Janesville Wi Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Janesville Wi Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secd Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	155,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
James City Cnty Va Economic Dev Auth Pub Fac Rev, Pub Facility Rev Bds, James	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Tax Exempt Sub	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 18, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Jacksonville Fl Spl Rev, Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Dallas Cnty Tex, Combined Tax Rev Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Travis Cnty Tx Mun Util Dist No 18, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Cnty Tex, LTD Go Nts And Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Jacksonville Fl Spl Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A

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