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
Hampton Roads Santn Dist Va Wastewater Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
California St, Tax Exempt Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Santa Clara Cnty Calif, Go Bds, Santa Clara Valley Med Ctr	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Mississippi Dev Bk Spl Oblig, Spl Oblig Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hamilton Twp Mercer Cnty Nj Brd Ed, Sch Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
California St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Santa Clara Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Mission Bend Mun Util Dist No 1 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	195,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Sanger Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mishawaka In Sew Wks Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hamilton Oh City Sch Dist, Var Purp Go Ultd Tax Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Sanger Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Miramar Fl Spl Oblig Rev, Spl Oblig Ref And Impt Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Hamilton Cnty Tenn, Go Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
San Rafael Ca Elem Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Minuteman Regl Vocatnl Technical Sch Dist Mass, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Hamilton Cnty Oh Health Care Facilities Rev, Rev Bds, Christ Hosp	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
California St, Var Purp Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
San Marcos Tx Cons Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Minnetonka Mn Indpt Sch Dist No 276 Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	300,000	N/A
Hamilton Cnty Oh Hosp Facilities Rev, Ref Rev Bds, Cincinnati Children Hosp	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	300,000	N/A
San Leon Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Minnesota St, Go St Trunk Hwy Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Hamden Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
San Leandro Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Minnesota St, Go St Trunk Hwy Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Halifax Hosp Med Ctr Fl Hosp Rev, Hosp Rev Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
San Jacinto Tx Riv Auth Spl Proj Rev, Rev Bds, Grp Proj	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Minnesota St, Go St Var Purp Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Halifax Hosp Med Ctr Fl Hosp Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
California St, Go Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
San Gold Corporation	Q3 2021 Filed on Nov 12, 2021	2,000	N/A
Minnesota St, Go State Trunk Hwy Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
California St, Tax Exempt Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
San Francisco Cnty Ca Transn Auth Sales Tax Rev, Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Half Hollow Hills Cent Sch Dist Ny Huntington & Babylon, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Minneapolis & St Paul Mn Met Arpts Commn Arpt Rev, Senior And Subordinate Arpt	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
California St, Go Var Purp Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
San Francisco Ca Mun Transn Agy Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Haddonfield Nj Brd Ed, Sch Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
California St, Go Var Purp Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Hsbc Usa Inc. 5 Y S&P 500 Index Autocallable Step Up Note	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
San Francisco Ca City & Cnty Arpts Commn Intl Arpt Rev, Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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