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
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Util Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Tennessee Energy Acquisition Corp Gas Rev, Gas Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Illinois St Toll Hwy Auth Toll Highway Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Util Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Tennessee Energy Acquisition Corp Gas Rev, Gas Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New Jersey St Edl Facilities Auth Rev, Rev Bds, New Jersey City Univ	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Illinois St, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Util Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
TCEHY Tencent Holdings Limited Unspo Communication Services	Q3 2021 Filed on Nov 12, 2021	22,059	$53.74 - $74.76 $1.19M - $1.65M
New Jersey St Edl Facilities Auth Rev, Rev Bds, Princeton Univ	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Illinois St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Illinois St, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	95,000	N/A
TMSNY Temenos Ag American Depositary Technology	Q3 2021 Filed on Nov 12, 2021	358	$135.46 - $162.9 $48.5K - $58.3K
New Jersey St Edl Facilities Auth Rev, Rev Bds, Seton Hall Univ	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Illinois Fin Auth Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
TLPFY Teleperformance Unsponsored Ad Industrials	Q3 2021 Filed on Nov 12, 2021	11	$196.87 - $227.66 $2.17K - $2.5K
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Illinois Fin Auth Rev, Rev Bds, Mercy Health	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
TTNDY Techtronic Industries Company Limited Industrials	Q3 2021 Filed on Nov 12, 2021	552	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Illinois Fin Auth Rev, Loc Govt Pgm Rev Bds, Elmhurst Cmnty Unit Sch Dist	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
THNPY Technip Energies N.V. Energy	Q3 2021 Filed on Nov 12, 2021	287	$12.34 - $15.67 $3.54K - $4.5K
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Taunton Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Illinois Fin Auth Rev, Rev Bds, Rush Univ Med Ctr	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Collin Cnty Tx Wtr Ctl & Impt Dist No 3, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Tarrytowns Ny Un Free Sch Dist, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Illinois Dev Fin Auth Rev, Rev Bds, Va Enhncd Use Enrgy No Chicago	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New Jersey St, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Collin Cnty Tx Mun Util Dist No 1, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Tarrant Cnty Tx Hosp Dist Rev, Senior Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New Jersey Economic Dev Auth Rev, Sch Facilities Constr Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Collin Cnty Tx Mun Util Dist No 1, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Tampa Fl Wtr & Swr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
New Jersey Economic Dev Auth Rev, Ref Sch Facilities Constr Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Idaho Hsg & Fin Assn, Grant And Rev Antic Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Collin Cnty Tex, Ultd Tax Rd And Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Tampa Fl Hosp Rev, Rev Ref Bds, H Lee Moffitt Cancer Ctr And Research Inst	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey Economic Dev Auth Rev, Sch Facilities Constr Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Collin Cnty Tex, Ultd Tax Rd And Ref Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Idaho Hsg & Fin Assn, Grant And Rev Antic Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Tampa Bay Wtr Fl A Regl Wtr Supply Auth Util Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New Jersey Economic Dev Auth Rev, Sch Fac Constr Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Collin Cnty Tex, Ultd Tax Rd And Ref Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A

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