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
University Wi Hosps & Clinics Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Niagara Falls Ny City Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
AHEXY Adecco Group Ag American Depos Industrials	Q3 2021 Filed on Nov 12, 2021	190	$25.05 - $34.9 $4.76K - $6.63K
Leander Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
East Montgomery Cnty Mun Util Dist No 5 Tx Contract Rev, Ultd Tax Contract Rev	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
University Wa Univ Revs, Genl Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
NEEPRN Nextera Energy Cap Hldgs Inc G	Q3 2021 Filed on Nov 12, 2021	3,158	N/A
AAGIY Aia Group LTD Sponsored Adr Ho Financial Services	Q3 2021 Filed on Nov 12, 2021	844	$42.9 - $50.5 $36.2K - $42.6K
League City Tex, Combined Tax Rev Ctfs Oblig	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
East Montgomery Cnty Mun Util Dist No 5 Tx Contract Rev, Ultd Tax Contract Rev	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Wa Univ Revs, Genl Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Nextera Energy Capital Hldgs Ic Jr Sub Deb 76	Q3 2021 Filed on Nov 12, 2021	273	N/A
Ironwood Institutional Multi Strategy Fund, LLC	Q3 2021 Filed on Nov 12, 2021	3,341	N/A
Laurens Cnty Sc Sch Dist No 55 Installment Pur Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
University Wa Univ Revs, Genl Rev And Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Lauderhill Fla, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
East Montgomery Cnty Mun Util Dist No 5 Tx Contract Rev, Ultd Tax Contract Rev	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
University Wa Univ Revs, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Newton Mass, Go Mun Purp Loan Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lauderhill Fl Wtr & Swr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
East Montgomery Cnty Mun Util Dist No 3 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
University Wa Univ Revs, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Newton Mass, Go Mun Purp Ln	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Las Vegas Valley Nv Wtr Dist, Wtr Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
East Hampton Twn N Y, Var Purp Serial Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Newton Mass, Go Mun Purp Ln	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Las Vegas Nev, Go LTD Tax Bldg Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
East Central Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
University Wa Univ Revs, General Rev And Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Las Vegas Nev, Go City Hall Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Newton Ia Cmnty Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
East Bay Ca Regl Park Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
University Va Univ Revs, Genl Rev Pledge Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
University Va Univ Revs, Genl Rev Pledge Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Newport News Va, Go Genl Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Las Vegas Nev, Go City Hall Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
East Baton Rouge La Sew Commn Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
University Va Univ Revs, Genl Rev Pledge Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Newport News Va, Go Genl Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Larimer Cnty CO Sch Dist No R 1 Poudre, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
VPC Etfis Ser Tr I Virtus Private ETFs	Q3 2021 Filed on Nov 12, 2021	495	$24.57 - $25.59 $12.2K - $12.7K
University Va Univ Revs, Genl Rev Pledge Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Newburyport Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Laredo Tx Wtrwks Swr Sys Rev, Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Newbury Mass, Go Police Station Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
XNGSY Enn Energy Holdings LTD Unspon Utilities	Q3 2021 Filed on Nov 12, 2021	61	$61.2 - $89.5 $3.73K - $5.46K
University Vt & St Agric College, Go Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Newburgh In Sew Wks Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
University Vt & St Agric College, Go Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
DYFSF Dynacert Inc Common Shares (Ca	Q3 2021 Filed on Nov 12, 2021	205,000	$0.18 - $0.32 $36.9K - $65.6K

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