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
Mountain Regl Wtr Spl Svc Dist Ut Wtr Rev, Wtr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Mun Util Dist No 71, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Charleston Cnty Sc Spl Source Rev, Spec Source Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
South Dakota Conservancy Dist Rev, Taxable Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mount Olive Twp Nj Brd Ed, Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Harris Cnty Tx Mun Util Dist No 185, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Charleston Cnty S C, Go Tran Sales Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
South Dakota Conservancy Dist Rev, Taxable Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Morris Cnty Nj Impt Auth Rev, Governmental Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Mun Util Dist No 165, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Charleston Cnty S C, Go Transportation Sales Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
South Country Cent Sch Dist Ny Brookhaven, Ref Serial Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Morgan Stanley Finance LLC 3 Y U.S. Equity Contingent	Q3 2021 Filed on Nov 12, 2021	488,000	N/A
Harris Montgomery Cntys Mun Util Dist No 386, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Charles Cnty Md, Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
South Cent Ct Regl Wtr Auth Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Harris Montgomery Cntys Mun Util Dist No 386, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Charles Cnty Md, Go Consolidated Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
South Carolina Transn Infrastructure Bk Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Morgan Stanley Finance LLC 3 Y Global Equity Contingent Coupon	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Charles Cnty Md, Go Consldtd Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
South Carolina St Pub Svcs Auth Rev, Rev Oblig Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Chandler Ariz, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	400,000	N/A
South Carolina St Ports Auth Ports Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	1,000,000	N/A
Chandler Ariz, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	218,000	N/A
Chambers Cnty Tx Impt Dist No 2, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
South Carolina St, Go St Institution Bds, University Of South Carolina	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Morgan Stanley Finance LLC 5 Y U.S. Equity Contingent Coupon Callable	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Holicity Incorporated Com Class A	Q3 2021 Filed on Nov 12, 2021	60	N/A
Chambers Cnty Tx Impt Dist No 2, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	215,000	N/A
South Carolina St, Go St Institution Bds, Clemson Univ	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
South Broward Hosp Dist Fl Rev, Ref Rev Bds, South Broward Hosp Dist D/B/A	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Morgan Stanley Finance LLC 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
South Broward Hosp Dist Fl Rev, Ref Rev Bds, South Broward Hosp Dist D/B/A	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Morgan Stanley Finance Llc. 4 Y U.S. Equity Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Harris Cnty Tx Wtr Ctl & Impt Dist No 161, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Chambers Cnty Tx Impt Dist No 2, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
South Broward Hosp Dist Fl Rev, Hosp Rev And Ref Rev Bds, South Broward	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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