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
Indiana Univ Revs, Consolidated Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Texas St, Go And 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
Indiana Univ Lease Pur, Obligs	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Columbus Ohio, Var Purp Ref 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	15,000	N/A
Texas St, Go Mobility Fund Ref Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
New Jersey St Tpke Auth Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Indiana Univ Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Columbus Ohio, Var Purp Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Texas St, Go Mobility Fund Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Jersey St Tpke Auth Tpke Rev, Tpke Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Indiana Transn Fin Auth Hwy Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Colorado Wtr Res & Pwr Dev Auth Clean Wtr Rev, Clean Wtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Texas St, Go College Student Ln Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey St Tpke Auth Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Indiana Transn Fin Auth Hwy Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Colorado St Ctf Partn, Build America Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
CELJF Cellcom Israel Ltd. Communication Services	Q3 2021 Filed on Nov 12, 2021	100	$2.9 - $4.28 $290 - $428
Texas St, Genl Oblig Hwy Impt Bds, Texas Trnsp Commn, Build America Bonds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New Jersey St Transn Tr Fd Auth, Transportation System Rev Bds, Build	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Indiana St Fin Auth Rev, St Revolving Fund Pgm Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Texas St, Go Wtr Financial Assist Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Colorado St Bldg Excellent Schs Today Ctf Partn, Ref Ctf Partn	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
New Jersey St Transn Tr Fd Auth, Transport Pgm Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Indiana St Fin Auth Rev, Facilities Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Colorado St Bldg Excellent Schs Today Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Texas St, Transport Comm Hwy Impt Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New Jersey St Transn Tr Fd Auth, Transport Pgm Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Indiana St Fin Auth Rev, Ref Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Texas St, Wtr Finl Assistance Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Jersey St Transn Tr Fd Auth, Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Indiana St Fin Auth Wastewater Util Rev, Wastewtr Util Rev Bds, Cwa Authority	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Colorado Springs CO Utils Rev, Sys Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Texas St, Wtr Financial Assistance Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Colorado Springs CO Utils Rev, Util Sys Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New Jersey St Transn Tr Fd Auth, Transport Program Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Indiana St Fin Auth Wastewater Util Rev, Wastewtr Util Rev Bds, Cwa Authority	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Texas St, Wtr Financial Assistance Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Colorado Springs CO Ctf Partn, Ref Ctf Partn	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
New Jersey St Transn Tr Fd Auth, Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Texas A & M Univ Rev, Rev Financing Sys Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Jersey St Transn Tr Fd Auth, Sys Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Indiana Mun Pwr Agy Pwr Supply Sys Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Colorado Springs CO Ctf Partn, Ref Ctf Partn	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Texas A & M Univ Perm Univ Fd, Fund Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New Jersey St Transn Tr Fd Auth, Transport Pgm Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Indiana Mun Pwr Agy Pwr Supply Sys Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Colorado Health Facilities Auth Rev, Hosp Rev Bds, Boulder Cmnty Health	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Texas A & M Univ Perm Univ Fd, Fd Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A

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