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
Kent Cnty Mich, LTD Tax Go Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Deutsche Bank Ag
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, St Johns
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
United States Treasury Bills
Q3 2021 Filed on Nov 12, 2021
1,010,000
N/A
Kensington Capital Acquisition Com Class A
Q3 2021 Filed on Nov 12, 2021
100
N/A
Detroit/Wayne Cnty Mi Stad Auth, Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, New York
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
UEEC
United Health Products, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
5,000
$0.94 - $1.08 $4.7K - $5.4K
Keene N H, Genl Oblig Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Des Moines Ia Indpt Cmnty Sch Dist Sch Infrastructure Sales Svcs & Use Tax Rev,
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
UCBIO
United Cmnty Bks Inc Dep Shs R

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,200
$27.68 - $28.45 $116K - $119K
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, New York
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Kaukauna Wi Redev Auth Redev Lease Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Des Moines Ia Indpt Cmnty Sch Dist Sch Infrastructure Sales Svcs & Use Tax Rev,
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Union Cnty N J, Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Roosevelt
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Des Moines Iowa, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Union Cnty N J, Bds, Genl Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Barnard
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Kaufman Cnty Tx Mun Util Dist No 14, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Derry N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Derry N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Kaufman Cnty Tx Mun Util Dist No 14, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
95,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Barnard
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Ulster Cnty N Y, Go Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Denver CO City & Cnty Arpt Rev, Arpt Sys Rev Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Kaufman Cnty Tx Mun Util Dist No 14, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Pratt
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Denver CO City & Cnty Arpt Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Kaufman Cnty Tx Mun Util Dist No 14, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, New York
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Denver CO City & Cnty Dedicated Tax Rev, Ref And Impt Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Kaufman Cnty Tx Mun Util Dist No 14, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Usf Fing Corp Fl Cap Impt Rev, Cap Impt Ref Rev Bds, Marshall Ctr Proj
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Denver CO City & Cnty Brd Wtr Commrs Wtr Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Eaton Vance New York Mun Incom Sh Ben Int
Q3 2021 Filed on Nov 12, 2021
1,251
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds, Mount Sinai
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Katy Tx Indpt Sch Dist, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Denton Cnty Tx Fresh Wtr Supply Dist No 8 A, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Ubs Ag, London Branch
Q3 2021 Filed on Nov 12, 2021
94,000
N/A
New York St Dorm Auth Revs Non St Supported Debt, Rev Bds,
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Katy Tx Indpt Sch Dist, Ref Sch Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Ubs Ag 3 Y Aapl Goog Nflx Phoenix Autocallable Yield Note
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Katy Tx Indpt Sch Dist, Ref Sch Bds
Q3 2021 Filed on Nov 12, 2021
200,000
N/A
Denton Cnty Tx Fresh Wtr Supply Dist No 10, Unltd Tax Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
New York St Dorm Auth St Pers Income Tax Rev, State Personal Income Tax Rev
Q3 2021 Filed on Nov 12, 2021
115,000
N/A
Ubs Ag 3 Y Tsla Phoenix Autocallable Yield Note
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Katy Tx Indpt Sch Dist, Ref Sch Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Denton Cnty Tx Fresh Wtr Supply Dist No 10, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email