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
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Dallas Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
SHLS Shoals Technologies Group, Inc. Technology	Q3 2021 Filed on Nov 12, 2021	200	$25.68 - $37.49 $5.14K - $7.5K
New York Ny City Transitional Fin Auth Rev, Future Tax Secd Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Janesville Wi Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 17, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Janesville Wi Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	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
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	155,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
James City Cnty Va Economic Dev Auth Pub Fac Rev, Pub Facility Rev Bds, James	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 12, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Tax Exempt Sub	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Dallas Fort Worth Tx Intl Arpt Rev, Joint Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Travis Cnty Tx Mun Util Dist No 18, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Jacksonville Fl Transport Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Jacksonville Fl Spl Rev, Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Dallas Cnty Tex, Combined Tax Rev Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Travis Cnty Tx Mun Util Dist No 18, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Dallas Cnty Tex, LTD Go Nts And Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Jacksonville Fl Spl Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
DSNKY Daiichi Sankyo CO LTD Sponsore Healthcare	Q3 2021 Filed on Nov 12, 2021	231	$18.16 - $28.98 $4.19K - $6.69K
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
DKILY Daikin Inds LTD Unsponsored Ad Industrials	Q3 2021 Filed on Nov 12, 2021	51	$18.79 - $26.71 $958 - $1.36K
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jacksonville Fl Spl Rev, Spl Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
DBSDY Dbs Group Holdings LTD Sp Adr Financial Services	Q3 2021 Filed on Nov 12, 2021	227	$85.65 - $93.22 $19.4K - $21.2K
SCPL Sci Play Corp Communication Services	Q3 2021 Filed on Nov 12, 2021	400	$15.36 - $20.9 $6.14K - $8.36K
Travis Cnty Tx Mun Util Dist No 13, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Jacksonville Fl Sales Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cypress Fairbanks Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Travis Cnty Tx Mun Util Dist No 14, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Jacksonville Fl Sales Tax Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Sub Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Cuyahoga Cnty Oh Sales Tax Rev, Rev Bds, Quicken Loans Arena Project	Q3 2021 Filed on Nov 12, 2021	250,000	N/A

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