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
West Bloomfield Mi Sch Dist, Go Ultd Tax Sch Bldg And Site Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	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	100,000	N/A
West Bloomfield Mi Sch Dist, Go Ultd Tax Sch Bldg And Site Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Atwater Ca Elem Sch Dist, Go Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Weslaco Tex, Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Placer Ca Un High Sch Dist Sch Facilities Impt Dist No 2, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
AUBAP Atlantic Un Bankshs Corp	Q3 2021 Filed on Nov 12, 2021	18,989	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Wells Fargo Finance LLC 3 Y S&P 500 Index Absolute Return Barrier Note	Q3 2021 Filed on Nov 12, 2021	239,000	N/A
Atlantic City N J, Tax Appeal Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Pittsburgh Pa Wtr & Swr Auth Wtr & Swr Sys Rev, First Lien Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Fort Bend Cnty Tx Indl Dev Corp Indl Dev Rev, Rev Bds, Nrg Energy Inc	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Atlantic City N J, Tax Appeal Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wells Fargo & CO Pfd	Q3 2021 Filed on Nov 12, 2021	23,851	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Williams College	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Fort Bend Cnty Tx Mun Mgmt Dist No 1, Unltd Tax Road Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Pittsburgh Pa Wtr & Swr Auth Wtr & Swr Sys Rev, First Lien Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Forsyth Cnty Ga, Go Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
WFCPRY Wells Fargo & CO New	Q3 2021 Filed on Nov 12, 2021	4,241	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Forest Hills Mun Util Dist Tex, Wtrwrks And Swr Sys Combi Ultd Tax And	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
WFCPRZ Wells Fargo& CO New	Q3 2021 Filed on Nov 12, 2021	1,270	N/A
Pioneer Nat Res CO Sr Glbl Coco 25	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Worcester Polytechnic Inst	Q3 2021 Filed on Nov 12, 2021	185,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Wtr & Wastewtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
PNFPP Pinnacle Finl Part Inc Dep Sh Financial Services	Q3 2021 Filed on Nov 12, 2021	4,250	$28.0 - $29.23 $119K - $124K
Forest Hills Mun Util Dist Tex, Wtrwrks And Swr Sys Combi Ultd Tax And	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Wtr & Waste Wtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Dana Farber Cancer Inst	Q3 2021 Filed on Nov 12, 2021	520,000	N/A
Pinellas Cnty Fl Swr Rev, Swr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fontana On Geneva Lake Wis, Go Corp Purp Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Atlanta Ga Tax Allocation, Tax Allocation Bds, Perry Bolton Proj	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Dana Farber Cancer Inst	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Pinellas Cnty Fl Sch Brd Ctf Partn, Ctf Partn, Pinellas Sch Brd Leasing	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Wayne Twp In Marion Cnty Sch Bldg Corp, First Mtg Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Foley Al Utils Brd Utils Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Atlanta Ga Arpt Rev, Genl Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Pinellas Cnty Fl Sch Brd Ctf Partn, Ctf Partn, Pinellas Sch Brd Leasing	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Waxahachie Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Flour Bluff Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Atlanta & Fulton Cnty Ga Rec Auth Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Pine Tree Tx Indpt Sch Dist, Unltd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A

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