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
RLJ
Rlj Lodging Trust

Real Estate
Q4 2021 Filed on Feb 08, 2022
181
$12.01 - $15.91 $2.17K - $2.88K
Retail Pptys Amer Inc
Q4 2021 Filed on Feb 08, 2022
1,160
N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds, Pooled Fing Pgm
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
First Trust Dow Target 10 Nov '20 Term 12/09/2021 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
10,314
N/A
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
Q3 2021 Filed on Nov 12, 2021
2,578
N/A
Maricopa Cnty Az Uni Sch Dist No 69 Paradise Vly, Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds, Pooled Fing Pgm
Q3 2021 Filed on Nov 12, 2021
175,000
N/A
Orlando Fl Utils Commn Util Sys Rev, Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
KEYPRI
Keycorp New Ds Rpt 1/40 Own In
Q3 2021 Filed on Nov 12, 2021
7,050
N/A
First Trust Select Dsip Portfolio 4 Th Qtr 2020 Term 01/14/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
21,698
N/A
Orlando Fl Utils Commn Util Sys Rev, Util Sys Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
PPRUY
Kering Unsponsored Adr (Fra)
Q3 2021 Filed on Nov 12, 2021
519
$71.35 - $93.05 $37K - $48.3K
Virginia St Res Auth Infrastructure Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maricopa Cnty Az Uni Sch Dist No 60 Higley, Sch Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Select Dsip Portfolio 4 Th Qtr 2020 Term 01/14/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
15,230
N/A
Orlando Fl Utils Commn Util Sys Rev, Util Sys Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maricopa Cnty Az Sch Dist No 11 Peoria Uni, Sch Impt Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Virginia St Res Auth Infrastructure Rev, Moral Oblig Rev Bds, Virginia Pooled
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust Select Dsip Portfolio 4 Th Qtr 2020 Term 01/14/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
10,901
N/A
JSAIY
J Sainsbury PLC Spns Adr New (

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
30
$14.98 - $18.61 $449 - $558
Orlando Fl Cap Impt Spl Rev, Cap Impt Spl Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maricopa Cnty Az Sch Dist No 11 Peoria Uni, Sch Impt Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
JBSAY
Jbs S A Sponsored Adr (Brazil)

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
4,000
$10.95 - $13.82 $43.8K - $55.3K
World Gold Trust Spdr Gold Minishares Tr
Q3 2021 Filed on Nov 12, 2021
62,680
N/A
First Trust Select Dsip Portfolio 4 Th Qtr 2020 Term 01/14/2022 Cash Monthly
Q3 2021 Filed on Nov 12, 2021
7,877
N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds, Virginia Pooled Fing Pgm
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Orix Corporation
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Maricopa Cnty Az Indl Dev Auth Rev, Rev Bds, Banner Health
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust S&P Dvd Aristocrats Target 25 4 Q '20 Term 01/07/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
3,763
N/A
Maplewood Twp N J, Genl Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Virginia St Pub Sch Auth Sch Fing, Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust S&P Dvd Aristocrats Target 25 4 Q '20 Term 01/07/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
5,146
N/A
Mansfield Tex, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Virginia St Pub Sch Auth Sch Fing, Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Virginia St Pub Sch Auth Sch Fing, Sch Fing Ref Bds, 1997 Resolution
Q3 2021 Filed on Nov 12, 2021
110,000
N/A
First Trust S&P Dvd Aristocrats Target 25 4 Q '20 Term 01/07/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
9,664
N/A
Oregon St, Go Bds, Article Xi Q State Projs
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Mansfield Ohio, Go LTD Tax Wtr Impt Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Virginia St Res Auth Infrastructure Rev, State Moral Oblig Rev Bds, Virginia
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Interstate Power & Light Compay Perp Pfd Ser D
Q3 2021 Filed on Nov 12, 2021
585
N/A
Oregon St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Manchester Nh Sch Facilities Rev, Sch Facilities Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Brookmont Equity Dividend Port Series 25 Term 12/06/2021 Reinv
Q3 2021 Filed on Nov 12, 2021
11,468
N/A
Oregon St, Go Bds, Article Xi M Seismic Proj
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Virginia St Res Auth Infrastructure Rev, State Moral Oblig Rev Bds, Virginia
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Manchester N H, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Intertape Polymer Group Incorporated
Q3 2021 Filed on Nov 12, 2021
717
N/A
First Trust Capital Strength Portfolio Series 53 Term 09/12/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
13,252
N/A
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