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
Minneapolis & St Paul Mn Met Arpts Commn Arpt Rev, Subordinate Arpt Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
California St, Var Purp Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Hsbc Usa Inc. 3 Y U.S. Equity And Biotechnology Contingent Coupon
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
California St, Var Purp Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
California St, Var Purp Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
275,000
N/A
San Francisco Ca City & Cnty Arpts Commn Intl Arpt Rev, Airport Second Series
Q3 2021 Filed on Nov 12, 2021
300,000
N/A
San Francisco Ca Bay Area Rapid Tran Dist Sales Tax Rev, Sales Tax Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Minneapolis & St Paul Mn Hsg & Redev Auth Health Care Sys, Rev Ref Bds,
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
California St, Var Purp Go Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Minisink Vly Cent Sch Dist N Y, Go Sch Dist Ref Ser Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
San Francisco Ca City & Cnty Ctf Partn, Ctf Partn
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Hsbc Usa Inc. 3 Y Msci Eafe Index Buffered Return Note
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Centerpoint Energy Incorporated Dep Rp Pfd Cv B
Q3 2021 Filed on Nov 12, 2021
18,400
N/A
California St, Var Purp Go Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Mineral Wells Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
San Francisco Ca City & Cnty, Transn Road Impt Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
California St, Var Purp Go Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Milwaukee Wis, Go Prom Nts
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Hsbc Usa Inc. 5 Y Eurostoxx 50 Index Buffered Return Note
Q3 2021 Filed on Nov 12, 2021
62,000
N/A
California St, Var Purp Go And Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
San Diego Cnty Ca Regl Arpt Auth Arpt Rev, Senior Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Milwaukee Wis, Go Corp Purp Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Hsbc Usa, Inc. 4 Y Eurostoxx 50 Index Buffered Return Note
Q3 2021 Filed on Nov 12, 2021
300,000
N/A
California St, Var Purp Go And Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
San Diego Ca Uni Sch Dist, Go Ref Bds, Election 1998
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Milwaukee Wis, Go Prom Nts And Corp Purp Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
California St, Var Purp Go And Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Hsbc Usa Inc
Q3 2021 Filed on Nov 12, 2021
2,150
N/A
San Antonio Tx Pub Facilities Corp Lease Rev, Impt And Ref Lease Rev Bds,
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
California St, Go Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Millbury Mass, Unltd Tax Go Athletic Facilities Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Gwinnett Cnty Ga Wtr & Sew Auth Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
California Health Facilities Fing Auth Rev, Rev Bds, Stanford Health Care
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
San Antonio Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Milford N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Guilford Cnty N C, Go Pub Impt Bds, Build America Bonds Direct Pay
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Mifflin Cnty Pa Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
California Health Facilities Fing Auth Rev, Rev Bds, Stanford Health Care
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
San Antonio Tx Elec & Gas Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Guggenheim Blue Chip Growth Portfolio 028 Term 11/16/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,093
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Midlothian Tex, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
California Health Facilities Fing Auth Rev, Rev And Ref Bds, Cedars Sinai
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Midland Tx Indpt Sch Dist, Ultd Tax Sch Bldg Ref Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Guggenheim Technological Innovation Portfolio 016 Term 09/19/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
7,703
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Midland Cnty Tx Fresh Wtr Supply Dist No 1 Rev, Rev Bds And Nts
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
California Cnty Ca Tobacco Securitization Agy Tobacco Settlement
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
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