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
Dearborn Mich, Go Swr Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Triborough Brg & Tunl Auth Ny Revs, General Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, 2 Nd Genl Resolution Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Dearborn Heights Mich, LTD Tax Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Jpmorgan Chase Financial Company LLC 5 Y S&P 500 Index Accelerated
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds, Mta Bridges And
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Daytona Beach Fl Util Sys Rev, Ref And Impt Rev Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Jpmorgan Chase Financial Company LLC 5 Y S&P 500 Index Absolute Return
Q3 2021 Filed on Nov 12, 2021
750,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds, Mta Bridges And
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Daytona Beach Fl Util Sys Rev, Ref And Impt Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Jpmorgan Chase Financial Company LLC 6 Y S&P 500 Index Absolute Return
Q3 2021 Filed on Nov 12, 2021
845,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Davis Cnty Ut Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Davis Cnty Ia Cmnty Sch Dist Iowa Sch Infrastructure Sales Svcs & Use Tax Rev,
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
Q3 2021 Filed on Nov 12, 2021
8,425
N/A
Davis Ca Jt Uni Sch Dist Yolo Cnty, Election 2018 Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
120,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
JPMPRJ
Jpmorgan Chase & CO Dep Shs Rp
Q3 2021 Filed on Nov 12, 2021
7,439
N/A
Davenport Iowa, Go Corp Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Triborough Brg & Tunl Auth Ny Revs, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
JPMPRK
Jpmorgan Chase & CO Repstg 1/4
Q3 2021 Filed on Nov 12, 2021
1,750
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Res Rev Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Dauphin Cnty Pa Genl Auth Health Sys Rev, Rev Bds, Pinnacle Hlth Sys
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Tri Cnty Met Transn Dist Or Rev, Snr Lien Payroll Tax Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Joint Mun Wtr & Swr Commn Sc Wtr & Swr Sys Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Danville Va, Ref Impt Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Genl Resolution Rev Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Danville Va, Ref Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Travis Cnty Tex, LTD Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Johnston Cnty Nc LTD Oblig, LTD Oblg Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Second Genl Resolution
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Danville Va, Ref Impt Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Johnson Creek Wi Sch Dist, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Danville Va, Ref Impt Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Travis Cnty Tex, Ctfs Oblig
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Johnson Cnty Ks Wtr Dist No 001 Wtr Rev, Wtr Rev Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
DANOY
Groupe Danone

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
407
$13.55 - $15.35 $5.51K - $6.25K
Travis Cnty Tex, LTD Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr System Sec
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Johnson Cnty Ks Wtr Dist No 001 Wtr Rev, Wtr Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Dalton Ga Dev Auth Rev, Rev Ref Bds, Hamilton Health
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
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