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
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
University Tx Univ Revs, Rev Fin Sys Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
New York St Urban Dev Corp Rev, St Pers Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Lakewood Oh City Sch Dist, Go Ultd Tax Sch Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dubois Pa Hosp Auth Hosp Rev, Penn Highlands Healthcare, Penn Highlands	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
University Tx Univ Revs, Ref Fin Sys Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New York St Urban Dev Corp Rev, Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Lakeway Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Du Page Cnty Il Cmnty Unit Sch Dist No 200 Wheaton, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
University Tx Univ Revs, Rev Fin Sys Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lakeside Wtr Ctl & Impt Dist Tx No 2 B, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Tx Univ Revs, Rev Fin Sys Ref Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
New York St Urban Dev Corp Rev, Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Du Page Cnty Il High Sch Dist No 88 Villa Park, Go Ref Sch Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Lakeland Fl Wtr & Wastewtr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Tx Univ Revs, Rev Fing Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York St Urban Dev Corp Rev, St Personal Income Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Du Page Cnty Il Fst Presv Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Lakeland Fl Hosp Sys Rev, Hosp Rev Bds, Lakeland Regl Hlth Sys	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Downtown Savannah Auth Ga Rev, Bds, Savannah Projs	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
University Tx Univ Revs, Rev Fing Sys Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
New York St Urban Dev Corp Rev, St Pers Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lake Worth Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
University Tx Univ Revs, Rev Fing Sys Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Dowdell Tx Pub Util Defined Area No 1, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Soaring Eagle Acquisition Corporation Unit Ex 022326	Q3 2021 Filed on Nov 12, 2021	2,500	N/A
New York St Twy Auth Genl Rev, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Lake Worth Fla, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
University Tx Univ Revs, Rev Fin Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dowdell Tx Pub Util Defined Area No 1, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York St Twy Auth Genl Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lake Dallas Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Toledo Oh Genl Recpt, Genl Recpts Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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