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
Swarthmore Boro Auth Pa College Rev, Rev Bds, Swarthmore College	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hudson Cnty Nj Impt Auth Solid Waste Sys Rev, Taxable Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clinton Iowa, Go Cap Ln Nts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey Economic Dev Auth Rev, Sch Fac Constr Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Cliffside Park N J, Genl Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Swarthmore Boro Auth Pa College Rev, Rev Bds, Swarthmore College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Hudson Cnty Nj Impt Auth Lease Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Cleveland Oh Wtr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
SVNLY Svenska Handelsbanken Ab (Publ) Financial Services	Q3 2021 Filed on Nov 12, 2021	1,024	N/A
New Hope Cultural Ed Facilities Fin Corp Tx Sr Living Rev, Rev Bds, Cardinal	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Hudson Cnty Nj Impt Auth Lease Rev, Ref Bds, Bayonne Dpw Garage Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
SNRG Sus Global Energy Corp. Industrials	Q3 2021 Filed on Nov 12, 2021	6,000	$0.22 - $0.34 $1.32K - $2.04K
New Haven Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Cleveland Oh St Univ Genl Rcpt, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Hudson Cnty N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Sunshine St Governmental Fing Commn Fl Cap Impt Rev, Bds, Coral Gables Pgm	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Hampshire St Tpke Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Huber Heights Oh City Sch Dist, Sch Impt Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Cleveland Oh Mun Sch Sch Dist, Go Sch Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Sharpspring Incorporated	Q3 2021 Filed on Nov 12, 2021	28,159	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
New Hampshire St Tpke Sys Rev, Rev Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Howard Cnty Md, Cons Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Cleveland Oh Economic & Cmnty Dev Rev, Rev Bds, Core City Fd	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Howard Cnty Md, Go Consolidated Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cleveland Ohio, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Howard Cnty Md, Go Ref Bds, Met Dist Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clearwater Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Houston Tx Util Sys Rev, Combined Util Sys First Lien Rev And Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Clear Creek Tx Indpt Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Suncor Energy Inc.	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	260,000	N/A
Houston Tx Util Sys Rev, Combined Util Sys First Lien Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clear Creek Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	500,000	N/A
Sugar Land Tx Wtrwks & Swr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
Clayton Mo Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Houston Tx Util Sys Rev, First Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Sugar Land Tx Dev Corp Sales Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Claymore/Guggenheim Build America Bonds Trust 1 Monthly Cash	Q3 2021 Filed on Nov 12, 2021	5	N/A
New Hampshire St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Suffolk Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Houston Tx Util Sys Rev, First Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A

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