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
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Rankin Road West Mun Util Dist Tex, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mecklenburg Cnty Nc LTD Oblig, LTD Oblig Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Battery Park City Auth Ny Rev, Senior Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Gabelli Global Small And Mid Cp Value Trust Ppfd Cum Ser A	Q3 2021 Filed on Nov 12, 2021	585	N/A
Randolph Twp Nj Sch Dist, Brd Of Educ Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Mecklenburg Cnty N C, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Battery Park City Auth Ny Rev, Senior Rev Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Gadsden Al, Go Wts	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Barton Lexa Ar Sch Dist No 4 Phillips Cnty, Ref And Constr Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
Raleigh Nc Combined Enterprise Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Mclean Cnty Il Pub Bldg Commn Rev, Pub Bldg Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fuquay Varina Nc LTD Oblig, LTD Oblig Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Barnesville Lamar Cnty Ga Indl Dev Auth Rev, Ref Bds, Usg Real Estate Fndtn	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Rahway N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Mc Lean & Woodford Cntys Il Cmnty Unit Sch Dist No 005, Go Ref Sch Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fulton Cnty Ga Wtr & Sew Rev, Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
CTBB Qwest Corp Nt 6.5% Due 2058 (C ETFs	Q3 2021 Filed on Nov 12, 2021	11	$25.22 - $25.7 $277 - $283
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fulton Cnty Ga Dev Auth Rev, Georgia Tech Facilities Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Mc Kinney Tx Indpt Sch Dist, School Bldg Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Mc Kinney Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Fulshear Mun Util Dist No 1 Tx Ft Bend Cnty, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	190,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Woodridge Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Front Royal & Warren Cnty Va Indl Dev Auth Rev, Hosp Rev Bds, Warren Mem	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Mc Kinney Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Woodbury N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Quincy Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Mc Kinney Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
Invesco Quality Municipal Income Trust, 10 20 Year 84 Cash Monthly	Q3 2021 Filed on Nov 12, 2021	30	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC 5.5 Y Trailblazer Sectors 5 Index Fully Protected	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Frisco Tx Indpt Sch Dist, Unltd Tax Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Barclays Bank PLC 2 Y U.S. Equity Atm Digital Buffered Return Note	Q3 2021 Filed on Nov 12, 2021	20,000	N/A

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