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
First Trust Target Global Dvd Leaders 2 Q '21 Term 07/08/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,934
N/A
Maryland St, Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
First Trust Target Global Dvd Leaders 2 Q '21 Term 07/08/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,448
N/A
Maryland St, St Local Facilities Ln Second Ser Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Maryland St, Go St Local Facilities Ln Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '21 Term 07/08/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
26,955
N/A
Osisko Development Corporation
Q3 2021 Filed on Nov 12, 2021
1,700
N/A
Maryland St, Go St Local Facilities Ln Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '21 Term 07/08/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
4,135
N/A
Dnb Asa Sponsored Adr
Q3 2021 Filed on Nov 12, 2021
425
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Target High Quality Dvd 2 Q '21 Term 07/08/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
4,781
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
MBKL
Mbt Bancshares Com Inc
Q3 2021 Filed on Nov 12, 2021
4,981
N/A
First Trust Value Line Target Safety 30 2 Q '21 Term 07/08/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,977
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
First Trust Dow Target 10 Apr '21 Term 05/09/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
10,165
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Jersey Bldg Auth St Bldg Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Innovative Technology Port Ser 30 Term 02/21/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
15,749
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Puerto Rico Cmnwlth Hwy & Transn Auth Transn Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Election Portfolio Series 18 Term 05/12/2022 Reinv Fee Semi Annual
Q3 2021 Filed on Nov 12, 2021
1,766
N/A
Franklin Tenn, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Core Holdings Growth Trust 2021 Spring Term 02/21/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
3,011
N/A
Maryland St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Washington Subn San Dist Md, Cons Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Diversfd High Inc Clsd End Port Ser 43 Term 02/03/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,603
N/A
New Jersey Bldg Auth St Bldg Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Dorsey Wright Relative Strength Dvd 42 Term 05/09/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
5,556
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds, University
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Conroe Tx Indpt Sch Dist, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Global Dividend Portfolio Series 65 Term 01/27/2023 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
159
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Muni Advantage Clsd End & ETF Port 64 Term 01/23/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,689
N/A
Virginia Cmnwlth Transn Brd Transn Rev, Cap Proj Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
13,000
N/A
Maryland St, Go St Local Facilities Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
First Trust Digital Gaming & Technology Port Ser 2 Term 04/20/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
435
N/A
Texas St, Go Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Maryland St, Go St And Local Facilities Ln
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email