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
Woodbury N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Quincy Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
VSEC Vse Corp Industrials	Q3 2021 Filed on Nov 12, 2021	450	$45.17 - $52.6 $20.3K - $23.7K
Mc Kinney Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Barclays Bank PLC 3 Y U.S. Equity Contingent Coupon Callable Yield	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Frisco Tx Indpt Sch Dist, Ultd Sch Bldg And Ref Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
Invesco Quality Municipal Income Trust, 10 20 Year 84 Cash Monthly	Q3 2021 Filed on Nov 12, 2021	30	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Mc Kinney Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC 5.5 Y Trailblazer Sectors 5 Index Fully Protected	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Frisco Tx Indpt Sch Dist, Unltd Tax Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wood Trace Tx Mun Util Dist, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Barclays Bank PLC 2 Y U.S. Equity Atm Digital Buffered Return Note	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Purdue Univ In Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Frisco Tx Indpt Sch Dist, Unltd Tax Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	475,000	N/A
Wood Trace Tx Mun Util Dist, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Pulaski Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Sch Bldg Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Frisco Tex, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Barclays Bank PLC 5 Y S&P 500 Index Accelerated Barrier Note	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Maui Cnty Hawaii, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wolfeboro N H, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Frisco Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC 5 Y Trailblazer Sectors 5 Index Fully Protected Market Linked	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Puerto Rico Sales Tax Fing Corp Sales Tax Rev, Restructured, Cofina	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Matanuska Susitna Boro Alaska Lease Rev, Ref Bds, Goose Creek Crtnal Ctr Proj	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Wisconsin St Health & Edl Facilities Auth Rev, Rev Bds, Ascension Health	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Frisco Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Barclays Bank PLC	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Puerto Rico Sales Tax Fing Corp Sales Tax Rev, Restructured, Cofina	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Matanuska Susitna Boro Alaska, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Wisconsin St Transn Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Frisco Tex, Combination Tax Surp Rev Ctfs Oblig	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Barclays Bank PLC 5 Y U.S. Equity Buffered Return Note	Q3 2021 Filed on Nov 12, 2021	175,000	N/A
Puerto Rico Sales Tax Fing Corp Sales Tax Rev, Restructured Bds, Cofina	Q3 2021 Filed on Nov 12, 2021	6,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, St Revolving Fd Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Frisco Tex, Go Ref And Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Barclays Bank PLC 5 Y S&P Index Accelerated Barrier Note	Q3 2021 Filed on Nov 12, 2021	260,000	N/A
Wisconsin St Health & Edl Facilities Auth Rev, Rev Bds, Aurora Health	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Fresno Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Puerto Rico Sales Tax Fing Corp Sales Tax Rev, Restructured Bds, Cofina	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, St Revolving Fd Ref Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Barclays Bank PLC 4.5 Y S&P 500 Index Buffered Return Note	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Fresno Ca Jt Pwrs Fing Auth Lease Rev, Lease Rev Bds, Multi Purp Stadium	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Wisconsin St Environmental Impt Fd Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Wtr Pollutn Abatement Tr, St Revolving Fd Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A

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