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
New York St Dorm Auth St Pers Income Tax Rev, State Personal Income Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Kleinwood Mun Util Dist Tex, Ultd Tax And Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Sub Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Nc Greensboro Rev, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Klein Tx Indpt Sch Dist, Ultd Tax Sch House Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Sub Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
University Nc Chapel Hill Rev, Taxable Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Klein Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Klein Tx Indpt Sch Dist, Ultd Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Pub Util Sub Lien Rev Bds,	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
University Ne Univ Revs, Rev Bds, Univ Of Nebraska Omaha Std Ctr Proj	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Klein Tx Indpt Sch Dist, Ultd Sch Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Pub Util Sub Lien Rev Ref	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
University Ne Facilities Corp Rev, Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Kingsport Tenn, Go Impt Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
University Minn, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
District Columbia Wtr & Swr Auth Pub Util Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Kings Manor Mun Util Dist Tex, Wtrwrks Swr Sys Combined Unltd Tax Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
University Minn, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Rev, Ref Bds, National Public Radio	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
King Cnty Wa Swr Rev, Swr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
University Mi Univ Revs, Regents Genl Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
District Columbia Income Tax Rev, Secd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
King Cnty Wa Sch Dist No 412 Shoreline, Unltd Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
University Mi Univ Revs, Go Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
District Columbia Income Tax Rev, Secd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
King Cnty Wa Sch Dist No 412 Shoreline, Ultd Tax Go Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
New York St Dorm Auth St Pers Income Tax Rev, Personal Income Tx Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
District Columbia Income Tax Rev, Secd Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
University Mi Univ Revs, Go Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Yeshiva	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
King Cnty Wa Sch Dist No 411 Issaquah, Unltd Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
District Columbia Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	12,000	N/A
University Mi Univ Revs, Genl Rev Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
District Columbia Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New York St Dorm Auth Revs Non St Supported Debt, Bds, Memorial	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
King Cnty Wa Sch Dist No 410 Snoqualmie Vly, Unltd Tax Go Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
University Ma Bldg Auth Rev, Ref Bds, University Of Massachusetts	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
District Columbia Income Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
King Cnty Wa Sch Dist No 409 Tahoma, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
University Md Sys Auxiliary Fac & Tuition Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
District Columbia Income Tax Rev, Income Tax Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A

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