Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
First Trust Target Global Dvd Leaders 2 Q '20 Term 07/09/2021 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
1,277
N/A
Virginia College Bldg Auth Va Edl Facilities Rev Pub Higher Ed Fing Pgm,
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Ohio St, Common Schs Go Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Louisville & Jefferson Cnty Ky Met Swr Dist Swr & Drain Sys Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Ohio St, Hwy Cap Impt Go Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '20 Term 07/09/2021 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
925
N/A
LADX
Ladrx Corporation
Q3 2021 Filed on Nov 12, 2021
2
N/A
Virginia College Bldg Auth Va Edl Facilities Rev Pub Higher Ed Fing Pgm,
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Ohio State, Infrastr Impt Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
225,000
N/A
Louisville & Jefferson Cnty Ky Metro Govt, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
CRARY
Credit Agricole Sa Unsponsored

Financial Services
Q3 2021 Filed on Nov 12, 2021
404
$6.44 - $7.28 $2.6K - $2.94K
Virginia College Bldg Auth Va Edl Facilities Rev Pub Higher Ed Fing Pgm,
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Ohio State, Infrastructure Impt Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Louisiana St Gas & Fuels Tax Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '20 Term 07/09/2021 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
6,419
N/A
Cooper Square Fund Ii, L.P. Class B
Q3 2021 Filed on Nov 12, 2021
361,657
N/A
CFRUY
Compagnie Financiere Richemont

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
827
$10.22 - $13.05 $8.45K - $10.8K
Virginia College Bldg Auth Va Edl Facilities Rev 21 St Centy College &
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Innovative Technology Port Ser 26 Term 03/04/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
3,346
N/A
Oconomowoc Wi Area Sch Dist, Go Corp Purp Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Louisiana St Gas & Fuels Tax Rev, Tax Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
13,000
N/A
CODYY
Compagnie De Saint Gobain

Industrials
Q3 2021 Filed on Nov 12, 2021
593
$13.01 - $15.2 $7.71K - $9.01K
Virginia College Bldg Auth Va Edl Facilities Rev 21 St Centy College &
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Louisiana State, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Ocean Cnty Nj Utils Auth Wastewater Rev, Waste Wtr Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Smid Capital Strength Portfolio Ser 45 Term 01/13/2022 Cash
Q3 2021 Filed on Nov 12, 2021
652
N/A
Louisiana St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Virginia Commlth Transn Brd Fed Transn Grnt Antic Rev, Ref Nts
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Ocean Cnty Nj, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust International High Div Equity Port 39 Term 12/16/2021 Cash
Q3 2021 Filed on Nov 12, 2021
654
N/A
Virginia Commlth Transn Brd Fed Transn Grnt Antic Rev, Ref Nts
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Ocean Cnty N J, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Virginia Cmnwlth Univ Health Sys Auth Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
85,000
N/A
Louisiana St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Louisiana St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds, Pub Higher Ed
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Ocean City Md, Go Mun Purp Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Louisiana Pub Facilities Auth Rev, Rev Ref Bds, Tulane Univ
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Cyclical Strength Portfolio Series 28 Term 11/26/2021 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
718
N/A
Citizens Financial Group
Q3 2021 Filed on Nov 12, 2021
1,175
N/A
Louisiana Loc Govt Environmental Facilities & Cmnty Dev Auth Rev, Bds,
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Cloud Computing Portfolio Series 27 Term 11/18/2021 Reinv
Q3 2021 Filed on Nov 12, 2021
683
N/A
CPRN
Citigroup Cap Xiii 7.875% Tr P
Q3 2021 Filed on Nov 12, 2021
10,444
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
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