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
Bank Of Montreal	Q3 2021 Filed on Nov 12, 2021	6,000	N/A
Puerto Rico Cmnwlth, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, Pool Pgm Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Willow Pt Mun Util Dist Tex, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fort Worth Tex, Go Purp Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Bank Of Montreal	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Willow Pt Mun Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Puerto Rico Cmnwlth, Go Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
BACPRO Bank Amer Corpo Dep Shs Repstg	Q3 2021 Filed on Nov 12, 2021	3,350	N/A
Fort Smith Ar Sch Dist No 100, Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Puerto Rico Cmnwlth, Refunding Go Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Willow Pt Mun Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, Poll Pgm And Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Puerto Rico Cmnwlth, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Pierce Fl Utils Auth Rev, Util Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
BACPRM Bank Amer Corp Dep Shs Repstg	Q3 2021 Filed on Nov 12, 2021	11,710	N/A
Massachusetts St Wtr Res Auth, Rev Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Fort Myers Fl Util Rev Ref, Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Banc Of California Incorporated Dep Shs Repstg	Q3 2021 Filed on Nov 12, 2021	11,815	N/A
Willow Pt Mun Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Public Storage Dep Shs Pfd D	Q3 2021 Filed on Nov 12, 2021	910	N/A
Massachusetts St Wtr Res Auth, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Lee Nj Brd Ed, Sch Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Bancorp South	Q3 2021 Filed on Nov 12, 2021	9,250	N/A
Fort Lauderdale Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	90,000	N/A
Baltimore Md Rev, Rev Bds, Wastewater Projects	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Willoughby Eastlake Oh City Sch Dist Lake Cnty, Go Unltd Tax Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
PSAPRK Public Storage Dep Shs Rep 1/1	Q3 2021 Filed on Nov 12, 2021	500	N/A
Massachusetts St Tpke Auth Tpke Rev, Tpke Rev Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Williston N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fort Lauderdale Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Baltimore Md Rev, Rev Bds, Water Projects	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
PSAPRL Public Storage Dep Sh Rep 1/10	Q3 2021 Filed on Nov 12, 2021	9,373	N/A
Massachusetts St Spl Oblig Dedicated Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Fort Lauderdale Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Baltimore Md Rev, Rev Bds, Water Projects	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Williston N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
PSAPRM Public Storage	Q3 2021 Filed on Nov 12, 2021	19,340	N/A
Massachusetts St Spl Oblig Dedicated Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fort Lauderdale Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Baltimore Md Rev, Rev Ref Bds, Wastewtr Projs	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Williamson Cnty Tx Mun Util Dist No 15, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Fort Lauderdale Fl Spl Oblig, Taxable Spl Oblig Bds, Pension Fdg Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Sch Bldg Auth Dedicated Sales Tax Rev, Sr Dedicated Sales Tax	Q3 2021 Filed on Nov 12, 2021	95,000	N/A
Baltimore Md Rev, Ref Rev Bds, Wastewater Projs	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Williamson Cnty Tx Mun Util Dist No 23, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
PROSY Prosus N V Adr(Nld) Communication Services	Q3 2021 Filed on Nov 12, 2021	493	$7.25 - $8.94 $3.57K - $4.41K
Massachusetts St Sch Bldg Auth Dedicated Sales Tax Rev, Sr Dedicated Sales Tax	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Lauderdale Fla, Go Bds, Pks And Rec Proj	Q3 2021 Filed on Nov 12, 2021	30,000	N/A

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