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
Connecticut St, Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Texas St, Go Mobility Fund Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Connecticut St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
New York Liberty Dev Corp Liberty Rev, Rev Ref Bds, 7 World Trade Center Ii
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Invesco Investment Grade Income Trust, 10 20 Year 62 Cash Monthly
Q3 2021 Filed on Nov 12, 2021
10
N/A
Texas St, Wtr Financail Asst Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Connecticut St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
New York Liberty Dev Corp Liberty Rev, Rev Bds, One World Trade Ctr
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Invesco Unit Trusts Investment Grade Municipal Trust, Intermediate Series 31
Q3 2021 Filed on Nov 12, 2021
59
N/A
Texas St, Wtr Financail Asst Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New York Liberty Dev Corp Liberty Rev, Liberty Rev Bds, 4 World Trade Ctr LLC
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Texas St, Go Bds, Wtr Financial Assistance
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
ISNPY
Intesa Sanpaolo Spa Spons Adr
Q3 2021 Filed on Nov 12, 2021
373
$15.18 - $17.4 $5.66K - $6.49K
Concord Nh Sch Dist, Go Sch Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Texas St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Concord N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
215,000
N/A
Invesco Insured Municipals Income Trust 678 Cash Monthly
Q3 2021 Filed on Nov 12, 2021
35
N/A
Concord N H, Go Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Texas St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New York Convention Ctr Dev Corp Ny Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Integrys Energy Group Inc Pfd
Q3 2021 Filed on Nov 12, 2021
1,682
N/A
Texas St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
CSVI
Computer Services, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
312
N/A
POSH
Poshmark, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
600
$23.59 - $44.76 $14.2K - $26.9K
Texas St, Go Mobility Fd Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
RITMPRB
Rithm Capital Corp7.125 Ser.B F
Q3 2021 Filed on Nov 12, 2021
500
N/A
Columbus Ohio, Var Purp Unltd Tax Go Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Texas St, Go Mobility Fd Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
New Mexico Fin Auth Rev, Sr Lien Pub Proj Revolving Fd
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Columbus Ohio, Go Var Purp LTD Tax Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Texas St, Go Mobility Fd Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Mexico Fin Auth Rev, Pub Proj Revolving Fd Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Columbus Ohio, Go Var Purp LTD Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Texas St, Hwy Impt Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Jersey St Tpke Auth Tpke Rev, Tpke Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
IFNNY
Infineon Technologies Ag

Technology
Q3 2021 Filed on Nov 12, 2021
416
$36.5 - $44.78 $15.2K - $18.6K
Columbus Ohio, Go Var Purp Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Texas St, Go Mobility Fund Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
New Jersey St Tpke Auth Tpke Rev, Tpke Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Industry Ca Sales Tax Rev, Sr Sales Tax Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Columbus Ohio, Var Purp Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Texas St, Go Mobility Fund Ref Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Columbus Ohio, Var Purp Go Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Texas St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Jersey St Tpke Auth Tpke Rev, Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Indianapolis In Wtr Sys Rev, First Lien Ref Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Texas St, Go Wtr Fin Assistance Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Columbus Ohio, Var Purp Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Jersey St Tpke Auth Tpke Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
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