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
Pennsylvania St Higher Edl Facilities Auth Rev, Bds, University Of
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Washington St, Var Purp Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Pennsylvania St Higher Edl Facilities Auth Rev, Ref Bds, Pennsylvania St
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Northeastern Univ
Q3 2021 Filed on Nov 12, 2021
370,000
N/A
Florida Higher Edl Facilities Fing Auth Rev, Rev Ref Bds, Ringling College
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
American Mun Pwr Oh Inc Rev, Rev Ref Bds, Prairie State Energy Campus
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
American Homes 4 Rent Reit Pfd
Q3 2021 Filed on Nov 12, 2021
1,100
N/A
Washington St, Mtr Veh Fuel Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
13,000
N/A
Pennsylvania St Higher Edl Facilities Auth Rev, Rev Bds, Bryn Mawr College
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College
Q3 2021 Filed on Nov 12, 2021
290,000
N/A
Flat Rock Mi Tax Increment Fin Auth, Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Washington St, Mtr Veh Fuel Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Pennsylvania St Higher Edl Facilities Auth Rev, Rev Bds, University Of
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
ABML
American Battery Technology CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
2,480
$1.22 - $2.0 $3.03K - $4.96K
Washington St Ctf Partn, Ctf Partn
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
ATRWF
Altius Renewable Royalties
Q3 2021 Filed on Nov 12, 2021
15,350
$6.25 - $7.62 $95.9K - $117K
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Washington Cnty Ut Wtr Conservancy Dist Wtr Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Tufts Univ
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Alltemp Incorporated
Q3 2021 Filed on Nov 12, 2021
24,000
N/A
Washington Cnty Ut Sch Dist St George, Go Sch Bldg And Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Simmons Univ
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Allen Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
Washington & Clackamas Cntys Or Sch Dist No 23 J Tigard, Ref
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Holy Cross College
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
First Trust Build America Bonds Income Trust 31 Monthly Cash
Q3 2021 Filed on Nov 12, 2021
17
N/A
Allen Cnty Oh Hosp Facilities Rev, Rev Ref Impt Bds, Bon Secours Mercy Hlth
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Washington Cnty Minn, Go Cap Impt Plan Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Pennsylvania St, Go Bds First Series
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Pennsylvania St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Lesley University
Q3 2021 Filed on Nov 12, 2021
9,000
N/A
First Trust Build America Bonds Income Trust 28 Monthly Cash
Q3 2021 Filed on Nov 12, 2021
50
N/A
Allegheny Cnty Pa Santn Auth Swr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Washington Cnty Md, Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Allegheny Cnty Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Allegheny Cnty Pa, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Warren Mich, Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Allegheny Cnty Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Warren Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ
Q3 2021 Filed on Nov 12, 2021
385,000
N/A
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