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
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
Travis Cnty Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Johnson Cnty Ks Uni Sch Dist No 229, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
SYPR Sypris Solutions Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	495	$3.02 - $3.89 $1.49K - $1.93K
Dallas Tx Wtrwks & Swr Sys Rev, Ref Bds	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 Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Johnson Cnty Ks Pub Bldg Commn Lease Pur Rev, Rev Bds, 8788 Metcalf Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Wtrwks And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Johnson Cnty Kans, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Wtrwks And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Mun Wtr Fin Auth Wtr & Swr Sys Rev, Wtr And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Johnson Cnty Kans, Internal Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Tx Wtrwks & Swr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Jersey City N J, Genl Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	185,000	N/A
New York Ny City Hsg Dev Corp Multifamily Hsg Rev, Bds, Sustainable	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Dallas Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
Jefferson Cnty Mo Ctf Partn, Ref	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Travis Cnty Tx Mun Util Dist No 21, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New York Ny City Hsg Dev Corp Multifamily Hsg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Dallas Tex, Go Ref Bds, Denton Collin Rockwall Kaufman	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Jefferson Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secd Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Dallas Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Software Acquisitn Grup Incorporated Ii Com Class A	Q3 2021 Filed on Nov 12, 2021	3,500	N/A
Stamps Com Incorporated Com New	Q3 2021 Filed on Nov 12, 2021	100	N/A
Janus Henderson Group PLC	Q3 2021 Filed on Nov 12, 2021	110,000	N/A

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