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
Ubs ETF Sicav Barclays Tips 1 10 Ucits
Q3 2021 Filed on Nov 12, 2021
13,500
N/A
GSPRK
Goldman Sachs Group, Inc. (The
Q3 2021 Filed on Nov 12, 2021
13,072
N/A
Miami Dade Cnty Fl Edl Facilities Auth Rev, Rev Bds, University Of Miami
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Novo Nordisk A S Almindelig Aktie
Q3 2021 Filed on Nov 12, 2021
600
N/A
Brazoria Cnty Tx Mun Util Dist No 39, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
GSPRJ
Goldman Sachs Group Inc Dep Sh
Q3 2021 Filed on Nov 12, 2021
6,920
N/A
Miami Dade Cnty Fl Edl Facilities Auth Rev, Rev Bds, University Of Miami
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Softbank Group Corporation Shs
Q3 2021 Filed on Nov 12, 2021
149
N/A
Brazoria Cnty Tx Mun Util Dist No 39, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
GSPRD
Goldman Sachs Group, Inc (The)
Q3 2021 Filed on Nov 12, 2021
385
N/A
Miami Beach Fl Stormwater Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Gmo Internet Incorporated Shs
Q3 2021 Filed on Nov 12, 2021
20
N/A
Brazoria Cnty Tx Mun Util Dist No 28, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
GSPRA
Goldman Sachs Group Inc Dep Sh
Q3 2021 Filed on Nov 12, 2021
3,040
N/A
Highlands Reit Inc
Q3 2021 Filed on Nov 12, 2021
6,214
N/A
Miami Beach Fl Stormwater Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
SMCAY
Smc Corp Japan American Deposi

Industrials
Q3 2021 Filed on Nov 12, 2021
744
$29.27 - $36.29 $21.8K - $27K
Relief Therapeutics Hldg Ag Namen Akt
Q3 2021 Filed on Nov 12, 2021
156,064
N/A
SLGPRI
Sl Green Realty Corp Pfd Ser I
Q3 2021 Filed on Nov 12, 2021
3,068
N/A
Miami Beach Fl Stormwater Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Brazoria Cnty Tx Mun Util Dist No 19, Unltd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
245,000
N/A
NESN.SW
Nestlé S.A.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
16
N/A
SCEPRK
Sce Tr V Fxd/Fltg Rate Tr Pfd
Q3 2021 Filed on Nov 12, 2021
757
N/A
Idorsia Ag Reg Shs
Q3 2021 Filed on Nov 12, 2021
722
N/A
Miami Beach Fl Wtr & Swr Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Braintree Mass, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
SCEPRJ
Sce Tr Iv Pref Sr J (De)
Q3 2021 Filed on Nov 12, 2021
500
N/A
Gloucester Cnty N J, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
BHRPRD
Braemar Hotels & Resorts Inc
Q3 2021 Filed on Nov 12, 2021
1,500
N/A
0968.HK
Xinyi Solar Holdings Limited

Technology
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Miami Beach Fl Resort Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
Royal Bank Of Canada
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Vodafone Group PLC New Shs New
Q3 2021 Filed on Nov 12, 2021
10,314
N/A
Royal Bank Of Canada Raymond
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Boyne City Mi Pub Sch Dist, Go Ultd Tax Sch Bldg And Site Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Unilever PLC Shs
Q3 2021 Filed on Nov 12, 2021
2,336
N/A
Royal Bank Of Canada Raymond James Infrastructure Eln
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Miami Beach Fl Resort Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Boyertown Pa Area Sch Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
TNPPRD
Tsakos Energy Navigation LTD P
Q3 2021 Filed on Nov 12, 2021
1,500
N/A
Glendale Vly Mun Auth Pa Swr & Wtr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Bowling Green Ky, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Royal Bank Of Canada Raymond James Esg Top Picks Eln Cl F
Q3 2021 Filed on Nov 12, 2021
16,000
N/A
Metropolitan Utils Dist Omaha Ne Wtr Rev, Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Tencent Holdings Limited Shs Par Hkd
Q3 2021 Filed on Nov 12, 2021
160
N/A
Glendale Ca Uni Sch Dist, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
750,000
N/A
Boulder Cnty CO Ctf Partn, Ctf Partn
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Roxbury Twp N J, Wtr Util Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Metropolitan Transn Auth Ny Rev, Transn Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
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