Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hennepin Cnty Minn, Go Sales Tax Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Chicago Ill, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Southampton Town N Y, Pub Impt Serial Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Nevada Sys Higher Ed Ctf Partn
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Chicago Ill, Go Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Hennepin Cnty Minn, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
South Western City Sch Dist Oh Franklin & Pickway Cnty, Constr And Impt Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Nevada St Lease Rev Ctf Partn, Ctf Partn, Casa Grande Proj
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Henderson Cnty Nc LTD Oblig, Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Chesterfield Twp Nj Sch Dist, Ref Sch Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Nevada St Hwy Impt Rev, Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
South Texas Cmnty College Dist Tex, LTD Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Hempstead Town N Y, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
85,000
N/A
Chesterfield Cnty Va, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Cheshire Cnty N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Nevada St Hwy Impt Rev, Hwy Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
8,500
N/A
Nevada St Hwy Impt Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Chaska Minn, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
South San Antonio Tx Indpt Sch Dist, Genl Oblig Sch Bldg Bds, Build America
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
CWBHF
Charlotte'S Web Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
5
$1.93 - $3.69 $9.65 - $18.5
Nevada St, Go LTD Tax Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
South Pasadena Ca Wtr Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Nevada St, Go LTD Tax Cap Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Charlottesville Va, Go Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
Q3 2021 Filed on Nov 12, 2021
1,079
$25.87 - $26.14 $27.9K - $28.2K
South Miami Fl Health Facilities Auth Hosp Rev, Ref Bds, Baptist Health
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Nevada St, Go LTD Tax Cap Impt And Cultural Affair Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Charlottesville Va, Go Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
BSMS
Invesco Bulletshares 2028 Muni

ETFs
Q3 2021 Filed on Nov 12, 2021
1,068
$26.09 - $26.59 $27.9K - $28.4K
South Lyon Mi Cmnty Schs, Go Sch Bldg And Site Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Needham Mass, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
Charlottesville Va, Go Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
South Lyon Mi Cmnty Schs, Go Sch Bldg And Site Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Nebraska Pub Pwr Dist Rev, Genl Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q3 2021 Filed on Nov 12, 2021
4,109
$6.96 - $10.16 $28.6K - $41.7K
Charlottesville Va, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
BSMU
Invesco Exchange Self Ind Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,095
$25.05 - $26.04 $27.4K - $28.5K
South Lyon Mi Cmnty Schs, Go Sch Bldg And Site Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Nebraska Pub Pwr Dist Rev, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Hawaii St, Go Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Charlottesville Va, Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
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