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
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Muni Income Opptys Clsd End Port Ser 66 Term 04/27/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,533
N/A
Dublin Ohio, Go LTD Tax Var Purp Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
International Flavors&Fragranc Unit 09/15/21
Q3 2021 Filed on Nov 12, 2021
7,625
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
First Trust Dividend Strength Oppty Port Ser 16 Term 04/29/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
7,424
N/A
Washoe Cnty Nv Sch Dist, Go LTD Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Maryland Natl Cap Park & Planning Commn Montgomery Cnty, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Dividend Strength Oppty Port Ser 16 Term 04/29/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
519
N/A
Maryland Cmnty Dev Admin Loc Govt Infrastructure, Infastructure Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Frederick Cnty Md, Go Pub Facilities Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
9,303
N/A
Martin Cnty Fl Health Facilities Auth Hosp Rev, Rev Bds, Martin Mem Med
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Saint Anselm
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
5,263
N/A
Martin Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Sch Bldg Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Cash Semi Annual
Q3 2021 Filed on Nov 12, 2021
1,324
N/A
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
Q3 2021 Filed on Nov 12, 2021
298
$19.32 - $22.3 $5.76K - $6.65K
Maricopa Cnty Az Spl Health Care Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Dow Target 10 Feb '21 Term 03/09/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
9,673
N/A
Zions Bancorporation N A Dep 1/40 Th Pfd
Q3 2021 Filed on Nov 12, 2021
732
N/A
Maricopa Cnty Az Sch Dist No 214 Tolleson Un High, Sch Impt Proj
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Dow Target 10 Feb '21 Term 03/09/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
1,375
N/A
ZIONL
Zions Bancorporation, National Association

Industrials
Q3 2021 Filed on Nov 12, 2021
1,100
$27.53 - $28.55 $30.3K - $31.4K
Maricopa Cnty Az Uni Sch Dist No 89 Dysart, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust American Recovery Port Ser 4 Term 01/06/2023 Reinv Fee Semi Annual
Q3 2021 Filed on Nov 12, 2021
514
N/A
First Trust Market Strength Alloc Oppty Port Ser 16 Term 04/06/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
4,621
N/A
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
15,681
N/A
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
Q3 2021 Filed on Nov 12, 2021
57
$101.12 - $116.34 $5.76K - $6.63K
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
12,672
N/A
Western Alliance Bancorp
Q3 2021 Filed on Nov 12, 2021
435
N/A
WSBCP
Wesbanco Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,600
$27.9 - $28.95 $44.6K - $46.3K
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
13,218
N/A
WFCPRQ
Wells Fargo&Co New Dep Shs Rep
Q3 2021 Filed on Nov 12, 2021
27,397
N/A
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Cash Monthly
Q3 2021 Filed on Nov 12, 2021
3,094
N/A
WFCPRR
Wells Fargo & CO Dep Shs Repst
Q3 2021 Filed on Nov 12, 2021
7,355
N/A
First Trust Diversified Fixed Income ETF Port Ser 46 Term 04/18/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
5,194
N/A
WBSPRF
Webster Finl Corp Wa
Q3 2021 Filed on Nov 12, 2021
4,300
N/A
First Trust 75/25 Strategic Allocation Port. 1 Q '21 Term 04/18/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
7,147
N/A
Wacom Company Limited Adr
Q3 2021 Filed on Nov 12, 2021
100
N/A
First Trust Ft Short Duration Fi Model Port 1 Q 21 Term 04/07/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
21,048
N/A
First Trust U.S. Infrastructure Port Ser 22 Term 12/12/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
11,395
N/A
First Trust Technology Select Portfolio Series 80 Term 12/21/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
513
N/A
Vornado Realty Trust Pfd Ser K
Q3 2021 Filed on Nov 12, 2021
4,460
N/A
First Trust Target Global Dvd Leaders 1 Q '21 Term 04/08/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,553
N/A
Vinebrook Homes Trust, Inc Class A
Q3 2021 Filed on Nov 12, 2021
44,741
N/A
First Trust Target Global Dvd Leaders 1 Q '21 Term 04/08/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
2,384
N/A
First Trust S&P Dvd Aristocrats Target 25 1 Q '21 Term 04/08/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
37,754
N/A
VCISY
Vinci Sa Adr (France)

Industrials
Q3 2021 Filed on Nov 12, 2021
550
$25.21 - $27.76 $13.9K - $15.3K
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