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
San Antonio Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Milford N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Guilford Cnty N C, Go Pub Impt Bds, Build America Bonds Direct Pay
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Mifflin Cnty Pa Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
California Health Facilities Fing Auth Rev, Rev Bds, Stanford Health Care
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
San Antonio Tx Elec & Gas Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Guggenheim Blue Chip Growth Portfolio 028 Term 11/16/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,093
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Midlothian Tex, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
California Health Facilities Fing Auth Rev, Rev And Ref Bds, Cedars Sinai
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Midland Tx Indpt Sch Dist, Ultd Tax Sch Bldg Ref Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Guggenheim Technological Innovation Portfolio 016 Term 09/19/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
7,703
N/A
San Antonio Tx Elec & Gas Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Midland Cnty Tx Fresh Wtr Supply Dist No 1 Rev, Rev Bds And Nts
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
California Cnty Ca Tobacco Securitization Agy Tobacco Settlement
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
San Antonio Tx Elec & Gas Rev, Jr Lien Rev Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Guggenheim Technology Portfolio 027 Term 04/20/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,285
N/A
Middlesex Cnty N J, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Calhoun Cnty Mi Rev, Transport Fd Nts
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
San Antonio Tex, Go Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Guggenheim Blue Chip Growth Portfolio 027 Term 08/17/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,505
N/A
Middle Ctry Cent Sch Dist Ny Centereach, Sch Dist Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Caledonia Wis, Go Corp Purp Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
San Antonio Tex, Ctfs Of Oblig
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Guggenheim Blue Chip Growth Portfolio 027 Term 08/17/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
3,619
N/A
San Antonio Tex, Ctfs Of Oblig
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Michigan St Univ Revs, Genl Rev Bds, Build America Bonds Direct Pay
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Caddo Parish La Parishwide Sch Dist, Go Sch Ref Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
San Antonio Tex, Tax And Rev Certs Of Oblig
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Michigan St Hosp Fin Auth Rev, Var Bds, Ascension Health Alliance D/B/A
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Guggenheim Blue Chip Growth Portfolio 023 Term 08/19/2021 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
724
N/A
CSLLY
Csl LTD

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,122
$101.72 - $114.56 $114K - $129K
Cnp Util Dist Tex, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
San Antonio Tex, Tax And Rev Certs Of Oblig
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Michigan St Hsg Dev Auth Single Family Mtg Rev, Mtg Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
GTHP
Guided Therapeutics Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
1
$0.32 - $0.67 $0.32 - $0.67
CHSCL
Chs Inc

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
2,502
$28.65 - $30.26 $71.7K - $75.7K
San Antonio Tex, Genl Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Guam Pwr Auth Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Chs, Inc. Pfd
Q3 2021 Filed on Nov 12, 2021
110
N/A
Michigan St Hsg Dev Auth Single Family Mtg Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
San Antonio Tex, Genl Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
CHSCN
Chs Inc Preferred Class B Seri

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,036
$27.66 - $28.87 $28.7K - $29.9K
Gs Finance Corp. 3 Y Crwd Phoenix Autocallable Yield Note
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
San Antonio Tex, Combi Tax And Rev Ctfs Of Obilg
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Michigan St Bldg Auth Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Cfn Enterprises Incorporated
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Gs Finance Corp. 3 Y U.S. Equity Contingent Coupon Callable Yield
Q3 2021 Filed on Nov 12, 2021
2,030,000
N/A
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