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
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
Harris Cnty Tx Mun Util Dist No 530, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Sienna Biopharmaceuticals Incorporated
Q3 2021 Filed on Nov 12, 2021
300
N/A
Carroll Cnty Md, Cons Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Sienna Plantation Mun Util Dist No 5 Tx Contract Rev, Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Harris Cnty Tx Mun Util Dist No 530, Ultd Tax 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
35,000
N/A
Sienna Plantation Mun Util Dist No 5 Tx Contract Rev, Bds
Q3 2021 Filed on Nov 12, 2021
175,000
N/A
Harris Cnty Tx Mun Util Dist No 530, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
85,000
N/A
Montgomery Cnty Tx Mun Util Dist No 105, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Carbon Streaming Corporation
Q3 2021 Filed on Nov 12, 2021
400
N/A
Harris Cnty Tx Mun Util Dist No 530, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Sienna Plantation Mun Util Dist No 5 Tx Contract Rev, Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Montgomery Cnty Tx Mun Util Dist No 126, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
95,000
N/A
Harris Cnty Tx Mun Util Dist No 494, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Capital Region Arpt Commn Va Arpt Rev, Rev Ref Bds, Richmond International Arpt
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Harris Cnty Tx Mun Util Dist No 494, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
110,000
N/A
Harris Cnty Tx Mun Util Dist No 494, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
185,000
N/A
Sienna Plantation Mun Util Dist No 5 Tx Contract Rev, Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Montgomery Cnty Tx Mun Util Dist No 126, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Harris Cnty Tx Mun Util Dist 457, Rd Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Capital Pwr Corporation
Q3 2021 Filed on Nov 12, 2021
700
N/A
Capital One Financial CO Pfd
Q3 2021 Filed on Nov 12, 2021
143,301
N/A
Sienna Plantation Mun Util Dist No 5 Tx Contract Rev, Bds
Q3 2021 Filed on Nov 12, 2021
108,000
N/A
Montgomery Cnty Tx Mun Util Dist No 126, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Harris Cnty Tx Mun Util Dist 457, Rd Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Capital One Financial Corporaton Dep Shs Pfd H
Q3 2021 Filed on Nov 12, 2021
9,013
N/A
Siena Mun Util Dist No 2 Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Montgomery Cnty Tx Mun Util Dist No 126, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
85,000
N/A
Harris Cnty Tx Mun Util Dist 457, Rd Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
COFPRI
Capital One Finl Corp Dep Shs
Q3 2021 Filed on Nov 12, 2021
6,596
N/A
Siena Mun Util Dist No 2 Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Montgomery Cnty Tx Mun Util Dist No 138, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
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