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
King Cnty Wash, LTD Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
University Md Sys Auxiliary Fac & Tuition Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
District Columbia Income Tax Rev, Income Tax Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
King Cnty Wash, LTD Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
University Md Sys Auxiliary Fac & Tuition Rev, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Yeshiva
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
King Cnty Wash, LTD Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
District Columbia Income Tax Rev, Income Tax Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
University Md Sys Auxiliary Fac & Tuition Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
King Cnty Wash, LTD Tax Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Yeshiva
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
District Columbia Income Tax Rev, Rev Bds, Qualified School Construction Bonds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
King Cnty Wash, LTD Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
University Md Sys Auxiliary Fac & Tuition Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
District Columbia, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
King Cnty Wash, LTD Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
105,000
N/A
University Ky Genl Rcpts, Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Mount Sinai
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
King Cnty Wash, LTD Go Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
University Ky Genl Rcpts, Genl Receipts Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Northwell
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Killeen Tx Wtrwks & Swr Rev, Rev Ref And Impt Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
University Ky Genl Rcpts, Genl Rcpts Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
17,000
N/A
Key Energy Svcs Incorporated Warrant Exp 121521
Q3 2021 Filed on Nov 12, 2021
5
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Northwell
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
University Ia Facilities Corp Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Kentucky St Tpke Auth Economic Dev Rd Rev, Rev Bds, Revitalization Projs
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, New York
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
University Houston Tx Univ Revs, Consldtd Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
90,000
N/A
Kentucky St Tpke Auth Economic Dev Rd Rev, Rev Ref Bds, Revitalization
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Cornell
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
District Columbia, Go Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
University Hi Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Put: Tesla Incorporated Jan 185 Exp 01/21/22
Q3 2021 Filed on Nov 12, 2021
5
N/A
University Del, Bds
Q3 2021 Filed on Nov 12, 2021
4,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, New School
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Kentucky St Ppty & Bldgs Commn Revs, Bds, Proj No 119
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
District Columbia, Go Bds, Build America Bonds Direct Pay
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Put: Cboe S&P 500 Index Dec 3800 Exp 12/31/21
Q3 2021 Filed on Nov 12, 2021
5
N/A
University Conn, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Put: Invesco Qqq Aug 325 Exp 08/20/21
Q3 2021 Filed on Nov 12, 2021
14
N/A
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