Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
Langhorne Manor Boro Pa Higher Ed & Health Auth Rev, Rev Bds, Woods Svcs	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Durham Nc Cap Fing Corp LTD Oblig, LTD Oblig Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
University Vt & St Agric College, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Newark Nj Hsg Auth City Secd Police Fac Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Lancaster Cnty Pa Hosp Auth Rev, Rev Ref Bds, University Of Pennsylvania	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Durham N C, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
University Ut Univ Revs, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
New York St Urban Dev Corp Rev, Pers Income Tax Genl Purp Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Lamar Tx Cons Indpt Sch Dist, Unltd Tax Sch House Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Dumas Tex, Wtrwks And Swr Sys Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
University Tx Univ Revs, Rev Fin Sys Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York St Urban Dev Corp Rev, Pers Income Tax Genl Purp Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Lamar Tx Cons Indpt Sch Dist, Ultd Tax Schoolhouse Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
DUKPRA Duke Energy Corp New Dep Shs E	Q3 2021 Filed on Nov 12, 2021	14,072	N/A
University Tx Univ Revs, Rev Fin Sys Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Urban Dev Corp Rev, Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Lamar Tx Cons Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Duke Energy Corp Pfd	Q3 2021 Filed on Nov 12, 2021	4,072	N/A

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