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
Paramus N J, Genl Impt And Golf Course And Swim Pool Util Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Aiken Cnty Sc Cons Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds, Pooled Financing Program	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	225,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
PCRFY Panasonic Corp Technology	Q3 2021 Filed on Nov 12, 2021	1,651	$11.3 - $13.29 $18.7K - $21.9K
Aiken Cnty S C, Go Bds, Cnty Admin Bldg Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2021 2 Q Term	Q3 2021 Filed on Nov 12, 2021	13,605	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Advisor'S Asset Mgmt Angels Portfolio, Series 2021 2 Q Term 07/15/2022 Reinv	Q3 2021 Filed on Nov 12, 2021	68,130	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Advisor'S Asset Mgmt Kames Sustainable Equity Portfolio, Series 2020 3 Q Term	Q3 2021 Filed on Nov 12, 2021	4,382	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Palm Springs Ca Uni Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Advisor'S Asset Mgmt Blue Chip Portfolio, Series 2020 3 Q Term	Q3 2021 Filed on Nov 12, 2021	14,947	N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Palm Beach Cnty Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fairfax Cnty Va Economic Dev Auth Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 4 Q	Q3 2021 Filed on Nov 12, 2021	2,113	N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fairfax Cnty Va Economic Dev Auth Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 4 Q	Q3 2021 Filed on Nov 12, 2021	11,518	N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Fairfax Cnty Va, Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 4 Q Term	Q3 2021 Filed on Nov 12, 2021	1,924	N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fairfax Cnty Va Indl Dev Auth Rev, Health Care Rev Bds, Inova Hlth Sys	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Advisor'S Asset Mgmt Ubiquitous Strategy Portfolio, Series 2020 4 Term	Q3 2021 Filed on Nov 12, 2021	3,889	N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Palm Beach Cnty Fl Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fairfax Cnty Va Indl Dev Auth Rev, Rev Bds, Inova Hlth Sys	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 3 Q	Q3 2021 Filed on Nov 12, 2021	931	N/A
Palm Beach Cnty Fl Pub Impt Rev, Rev Bds, Professional Sports Franchise	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Massachusetts Dept Transn Met Hwy Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fairfax Cnty Va Indl Dev Auth Rev, Rev Bds, Inova Hlth Sys	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Massachusetts Bay Transn Auth Ma Sales Tax Rev, Sr Sales Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 3 Q Term	Q3 2021 Filed on Nov 12, 2021	737	N/A

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