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
Massachusetts St Dev Fin Agy Rev, Bds, Worcester Polytechnic Inst	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 182, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tex, Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
West Monroe La Sales & Use Tax Rev, Sales Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Austin Tex, Pub Impt Ref Ctfs Of Oblig Pub Ppty Fin Contract	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 129, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
West Haven Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Umass Memorial Hlth Care Inc	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tex, Pub Impt Ref Ctfs Of Oblig Pub Ppty Fin Contract	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 151, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	13,000	N/A
West Harris Cnty Tx Regl Wtr Auth Wtr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Austin Tex, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 151, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
West Harris Cnty Tx Mun Util Dist No 5, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Austin Tex, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 128, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Austin Tex, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
West Harris Cnty Tx Mun Util Dist No 5, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Austin Tex, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
West Fargo N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 128, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
West Fargo N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Austin Tex, Genl Oblig Ref Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 19, Unltd Tax Levee Impt Bds	Q3 2021 Filed on Nov 12, 2021	325,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Austin Tex, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 17, Ultd Tax Park Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
West Contra Costa Ca Uni Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	Q3 2021 Filed on Nov 12, 2021	210,000	N/A
Auburn Hills Mich, Cap Impt LTD Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Auburn Al, Go Wts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
West Clark 2000 Sch Bldg Corp Ind, First Mtg Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
POAHY Porsche Automobil Holding Se Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 15, Ultd Tax Park Bds	Q3 2021 Filed on Nov 12, 2021	445,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Auburn Al, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	115,000	N/A
West Bloomfield Mi Sch Dist, Go Unltd Tax Bldg Site Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Plymouth Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Atwater Ca Elem Sch Dist, Election 2018 Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A

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