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
Frederick Cnty Md, Go Pub Facilities Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Winter Haven Fl Util Sys Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Barbers Hill Tx Indpt Sch Dist, Unltd Tax Bldg Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Franklin Tenn, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Wtr Res Auth, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Puerto Rico Pub Bldgs Auth Rev Gtd, Government Facilities Rev Refunding Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Winter Haven Fl Non Ad Valorem Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Franklin Park Ill, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Massachusetts St Wtr Res Auth, Go Rev Bds, Green Bonds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Barbers Hill Tx Indpt Sch Dist, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
FTCO
Fortitude Gold Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
57
$6.76 - $8.18 $385 - $466
Winston Salem N C, Go Bds
Q3 2021 Filed on Nov 12, 2021
170,000
N/A
Puerto Rico Cmnwlth Hwy & Transn Auth Transn Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Massachusetts St Wtr Res Auth, Genl Rev Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Barbers Hill Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Windham Nh Sch Dist, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
140,000
N/A
Puerto Rico Cmnwlth Hwy & Transn Auth Transn Rev, Rev Bds, Puerto Rico St
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Transn Fd Rev, Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Bank Of Nova Scotia 4 Y Russell 2000 Index Absolute Return Barrier Note
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Windham Ashland Jewett Ny Cent Sch Dist, Ref Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Puerto Rico Cmnwlth Hwy & Transn Auth Transn Rev, Transn Rev Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Massachusetts St Transn Fd Rev, Cmnwlth Transn Fd Rev Bds, Rail Enh And
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Fort Worth Tx Spl Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Bank Of Nova Scotia 5 Y Euro Stoxx 50 Index Absolute Return Barrier Note
Q3 2021 Filed on Nov 12, 2021
7,000
N/A
Puerto Rico Cmnwlth, Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Willow Pt Mun Util Dist Tex, Unltd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Massachusetts St Transn Fd Rev, Rev Bds, Accelerated Bridge Pgm
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Bank Of Nova Scotia
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Puerto Rico Cmnwlth, Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Fort Worth Tx Indpt Sch Dist, Ultd Tax Ref And Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Willow Pt Mun Util Dist Tex, Unltd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Bank Of Montreal
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Fort Worth Tex, Genl Purp Ref And Impt Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Bank Of Montreal
Q3 2021 Filed on Nov 12, 2021
6,000
N/A
Puerto Rico Cmnwlth, Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Massachusetts St Wtr Pollutn Abatement Tr, Pool Pgm Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Willow Pt Mun Util Dist Tex, Unltd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Fort Worth Tex, Go Purp Ref And Impt Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Bank Of Montreal
Q3 2021 Filed on Nov 12, 2021
200,000
N/A
Willow Pt Mun Util Dist Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Puerto Rico Cmnwlth, Go Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Massachusetts St Wtr Pollutn Abatement Tr, Rev Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
BACPRO
Bank Amer Corpo Dep Shs Repstg
Q3 2021 Filed on Nov 12, 2021
3,350
N/A
Fort Smith Ar Sch Dist No 100, Ref Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Puerto Rico Cmnwlth, Refunding Go Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
Willow Pt Mun Util Dist Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
145,000
N/A
Massachusetts St Wtr Pollutn Abatement Tr, Poll Pgm And Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Puerto Rico Cmnwlth, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Fort Pierce Fl Utils Auth Rev, Util Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email