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
DSNKY Daiichi Sankyo CO LTD Sponsore Healthcare	Q3 2021 Filed on Nov 12, 2021	231	$18.16 - $28.98 $4.19K - $6.69K
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
DKILY Daikin Inds LTD Unsponsored Ad Industrials	Q3 2021 Filed on Nov 12, 2021	51	$18.79 - $26.71 $958 - $1.36K
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jacksonville Fl Spl Rev, Spl Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
DBSDY Dbs Group Holdings LTD Sp Adr Financial Services	Q3 2021 Filed on Nov 12, 2021	227	$85.65 - $93.22 $19.4K - $21.2K
SCPL Sci Play Corp Communication Services	Q3 2021 Filed on Nov 12, 2021	400	$15.36 - $20.9 $6.14K - $8.36K
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Jacksonville Fl Sales Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cypress Fairbanks Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Travis Cnty Tx Mun Util Dist No 14, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Jacksonville Fl Sales Tax Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Cuyahoga Cnty Oh Sales Tax Rev, Rev Bds, Quicken Loans Arena Project	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Travis Cnty Tx Mun Util Dist No 2, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jacksonville Fl Sales Tax Rev, Sales Tax Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	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
Cuyahoga Cnty Oh Sales Tax Rev, Rev Bds, Quicken Loans Arena Project	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Transcanada Trust	Q3 2021 Filed on Nov 12, 2021	39,000	N/A
Jacksonville Fl Cap Impt Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
Transcanada Pipelines Limited	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sec Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Jackson Twp Nj Sch Dist, Ref Sch Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cumberland Cnty Pa Mun Auth Rev, Rev Bds, Dickinson College	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Tracy Ca Uni Sch Dist Sch Facilities Impt Dist No 3, Go Bds, Sch Facilities	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Jackson Tn Energy Auth Elec Sys Rev, Rev Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sec Sub Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Jackson Cnty Or Sch Dist No 549 C, Go Ref 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	50,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Jrjr33 Incorporated	Q3 2021 Filed on Nov 12, 2021	6,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Crowley Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
CWGL Crimson Wine Group, LTD Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	6,200	$8.5 - $9.55 $52.7K - $59.2K
Topeka Kans, Go Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Toms River Nj Brd Ed, Regional Sch Dist Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Credit Suisse Ag 2 Y Dg Fis Wcc Phoenix Autocallable	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Tompkins Cnty Ny Dev Corp Rev, Ref Bds, Ithaca College	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Credit Suisse Ag	Q3 2021 Filed on Nov 12, 2021	2,500	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jea Fl Wtr & Swr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Credit Suisse Ag	Q3 2021 Filed on Nov 12, 2021	1,100	N/A
Titus Cnty Tex, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Jea Fl Wtr & Swr Sys Rev, Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A

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