Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
MSPRA Morgan Stanley Dep Shs Repstg	Q3 2021 Filed on Nov 12, 2021	1,110	N/A
SFTBY Softbank Group Corp Communication Services	Q3 2021 Filed on Nov 12, 2021	149	$28.0 - $35.21 $4.17K - $5.25K
Montour Pa Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Harris Cnty Tx Mun Util Dist No 531, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Central CO Wtr Conservancy Dist Adams Morgan & Weld Cntys, LTD Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Socorro Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Centerpoint Energy Incorporated. Nt Ex Sub 2029	Q3 2021 Filed on Nov 12, 2021	79	N/A
Montgomery Cnty Va Economic Dev Auth Pub Fac Lease Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Harris Cnty Tx Mun Util Dist No 531, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Snohomish Cnty Wa Pub Util Dist No 001 Elec Rev, Elec Sys Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Cedar Rapids Ia Swr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Montgomery Cnty Tx Mun Util Dist No 127, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Unlimited Tax Bds	Q3 2021 Filed on Nov 12, 2021	140,000	N/A
Cedar Rapids Iowa, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Snohomish Cnty Wa Hsg Auth Rev, Ref Rev Bds, Edmonds Highlands Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Montgomery Cnty Tx Mun Util Dist No 127, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Unlimited Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Cedar Rapids Iowa, Go Bds	Q3 2021 Filed on Nov 12, 2021	180,000	N/A
SMFKY Smurfit Kappa Group PLC Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	120	$52.63 - $59.67 $6.32K - $7.16K
SMGZY Smiths Group PLC Sponsored Adr Industrials	Q3 2021 Filed on Nov 12, 2021	65	$18.68 - $23.07 $1.21K - $1.5K
Montgomery Cnty Tx Mun Util Dist No 127, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Unlimited Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Cedar Hill Tx Indpt Sch Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Skamania Cnty Wa Pub Util Dist No 1 Util Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Cedar Hill Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Montgomery Cnty Tx Mun Util Dist No 127, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
SITCPRA Site Ctrs Corp Dep Shs Each Re	Q3 2021 Filed on Nov 12, 2021	79	N/A
Cecil Cnty Md, Go Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Montgomery Cnty Tx Mun Util Dist No 127, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Casitas Mun Wtr Dist Ca Spl Tax, Cmnty Facilities Dist No 2013 1 Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Harris Cnty Tx Mun Util Dist No 499, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Carson City Nev, Go LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Sioux Falls Sd Sales Tax Rev, Sales Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Harris Cnty Tx Mun Util Dist No 530, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Carrollton Tx Fmrs Br Indpt Sch Dist, Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Simi Valley Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	115,000	N/A
Harris Cnty Tx Mun Util Dist No 530, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
SXYAY Sika Ag Adr (Che) Basic Materials	Q3 2021 Filed on Nov 12, 2021	153	$31.72 - $36.47 $4.85K - $5.58K
Carrollton Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	165,000	N/A
Harris Cnty Tx Mun Util Dist No 530, Unltd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
SMMNY Siemens Healthineers Ag Adr(Ge Healthcare	Q3 2021 Filed on Nov 12, 2021	1,300	$30.62 - $35.75 $39.8K - $46.5K
Carroll Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	155,000	N/A
Harris Cnty Tx Mun Util Dist No 530, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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