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
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Concord Hosp	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Claremont Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Holbrook Mass, Ultd Tax Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Clackamas Cnty Or Sch Dist No 12 North Clackamas, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
State Pub Sch Bldg Auth Pa Sch Bldg Rev, Rev Bds, Central Pennsylvania	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hillsborough N H, Go Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Citizens Ppty Ins Corp Fla, Coastal Account Sr Secured Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Hillsborough Cnty Fl Util Ref Rev, Util Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
State Pub Sch Bldg Auth Pa College Rev, Rev Bds, Delaware Cnty Cmnty College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Hillsborough Cnty Fl Util Ref Rev, Util Rev Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Citigroup Global Markets Holdings Inc. 5 Y Euro Stoxx 50 Index	Q3 2021 Filed on Nov 12, 2021	1,000,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Starwood Real Estate Income Tr Com Class D Reit	Q3 2021 Filed on Nov 12, 2021	132,040	N/A
Hillsborough Cnty Fl Indl Dev Auth Hosp Rev, Rev Ref Bds, Florida Health	Q3 2021 Filed on Nov 12, 2021	300,000	N/A
Citigroup Global Markets Holdings Inc.	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Stanton Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Catholic Med Ctr	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Hillsborough Cnty Fl Sch Dist Sales Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Citigroup Global Markets Holdings Inc. 6 Y S&P 500 Index Absolute Return	Q3 2021 Filed on Nov 12, 2021	1,250,000	N/A
Stanton Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	190,000	N/A
New Hampshire Health & Ed Facilities Auth Healthcare Sys Rev, Rev Bds,	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Stamford Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Citigroup Global Markets Holdings Inc. 5 Y U.S. Equity Contingent	Q3 2021 Filed on Nov 12, 2021	450,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Concord Hosp	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Hillsborough Cnty Fl Cap Impt Non Ad Valorem Rev, Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Stafford Cnty Va, Go Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Hillsborough Cnty Fl Communications Svcs Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Citigroup Global Markets Holdings Inc. 3 Y Technology And Biotechnology	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Covenant Hlth Sys	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Hillsborough Cnty Fl Aviation Auth Customer Fac Charge Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Citigroup Global Markets Holdings Inc. 5 Y Global Equity Absolute Return	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Cheshire Med Ctr	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Springfield Mo Sch Dist No Rev 12, Go Obli Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Highway 380 Mun Mgmt Dist No 1 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Springfield Mo Pub Util Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	175,000	N/A
Citigroup Global Markets Holdings Inc. 3 Y S&P 500 Index Absolute Return	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Southern New	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Highway 380 Mun Mgmt Dist No 1 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Springfield Ma Wtr & Swr Commn Rev, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Citigroup Global Markets Holdings Inc. 4 Y S&P 500 Index Absolute	Q3 2021 Filed on Nov 12, 2021	160,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Southern New	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Highway 380 Mun Mgmt Dist No 1 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Spring Branch Tx Indpt Sch Dist, Unltd Tax House Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Citigroup Global Markets Holdings Inc. 3 Y S&P 500 Index Absolute Return	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Highway 380 Mun Mgmt Dist No 1 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	58,000	N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, University Sys Of	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Spotsylvania Cnty Va Wtr & Swr Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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