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 2, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jacksonville Fl Sales Tax Rev, Sales Tax Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	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
Cuyahoga Cnty Oh Sales Tax Rev, Rev Bds, Quicken Loans Arena Project	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Transcanada Trust	Q3 2021 Filed on Nov 12, 2021	39,000	N/A
Jacksonville Fl Cap Impt Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
Transcanada Pipelines Limited	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sec Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Jackson Twp Nj Sch Dist, Ref Sch Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cumberland Cnty Pa Mun Auth Rev, Rev Bds, Dickinson College	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Tracy Ca Uni Sch Dist Sch Facilities Impt Dist No 3, Go Bds, Sch Facilities	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Jackson Tn Energy Auth Elec Sys Rev, Rev Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sec Sub Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Jackson Cnty Or Sch Dist No 549 C, Go Ref 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	50,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Jrjr33 Incorporated	Q3 2021 Filed on Nov 12, 2021	6,000	N/A
The Toronto Dominion Bank	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Crowley Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
CWGL Crimson Wine Group, LTD Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	6,200	$8.5 - $9.55 $52.7K - $59.2K
Topeka Kans, Go Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Secured Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Toms River Nj Brd Ed, Regional Sch Dist Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Credit Suisse Ag 2 Y Dg Fis Wcc Phoenix Autocallable	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	65,000	N/A
Tompkins Cnty Ny Dev Corp Rev, Ref Bds, Ithaca College	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Credit Suisse Ag	Q3 2021 Filed on Nov 12, 2021	2,500	N/A
New York Ny City Transitional Fin Auth Rev, Future Tax Sub Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Jea Fl Wtr & Swr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Credit Suisse Ag	Q3 2021 Filed on Nov 12, 2021	1,100	N/A
Titus Cnty Tex, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Jea Fl Wtr & Swr Sys Rev, Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Corpus Christi Tx Util Sys Rev, Jr Lien Rev Ref 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	35,000	N/A
Ivy Tech Cmnty College Ind, Student Fee Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Corpus Christi Tx Util Sys Rev, Rev Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Timpanogos Spl Svc Dist Ut Swr Rev, Swr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
New York Ny City Mun Wtr Fin Auth Rev, Wtr And Swr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Timber Lane Tx Util Dist, Unltd Tax Recreational Facilities Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Corpus Christi Tex, Genl Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New York Ny City Indl Dev Agy Civic Fac Rev, Rev Bds, Anti Defamation League	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Tift Cnty Ga Hosp Auth Rev, Antic Ctfs	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Israel (State Of)	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Coos Cnty Or Sch Dist No 009 Coos Bay, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
New York Ny City Tr Cultural Res Rev, Rev Bds, Museum Of Modern Art	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Three Seventy/Missouri Bottom Rd/Taussig Rd Transn Dev Dist, Transn Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Islip N Y, Var Purp Ser Bds, Suffolk Cnty	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Conroe Tx Mun Mgmt Dist No 1, Unltd Tax Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A

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