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
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Bp Capital Markets PLC	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Ore, LTD Tax Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Bok Financial Corporation Sub Nts	Q3 2021 Filed on Nov 12, 2021	5,175	N/A
BNPQY Bnp Paribas Spons Adr Financial Services	Q3 2021 Filed on Nov 12, 2021	382	$27.99 - $32.47 $10.7K - $12.4K
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
BAESY Bae Systems PLC	Q3 2021 Filed on Nov 12, 2021	293	$29.26 - $32.77 $8.57K - $9.6K
Portland Ore, Pension Oblg Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Health & Edl Facilities Auth, Rev Bds, Boston College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Azusa Ca Uni Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Western Va Regl Jail Auth Virginia Regl Jail Fac Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Health & Edl Facilities Auth Rev, Rev Bds, Beth Israel Lahey	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Western Maricopa Ed Ctr Dist No 402 Maricopa Cnty Ariz, Sch Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Portland Me Arpt Rev, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Aztec Nm Mun Sch Dist No 002, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 173, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Port Tacoma Wash, LTD Tax Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
AXSPRE Axis Cap Hldgs LTD Ds Rptg 1/1	Q3 2021 Filed on Nov 12, 2021	4,337	N/A
Fort Bend Cnty Tx Mun Util Dist No 134 D, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Port Seattle Wash, LTD Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	230,000	N/A
Western Maricopa Ed Ctr Dist No 402 Maricopa Cnty Ariz, Sch Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 170, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
AVRO Avrobio, Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	50	$5.53 - $9.28 $277 - $464
Port St Lucie Fl Util Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Austin Tx Wtr & Wastewater Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Port Orange Fl Cap Impt Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Worcester Polytechnic Inst	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Austin Tx Wtr & Wastewater Sys Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
West Va St Sch Bldg Auth Lottery Rev, Cap Impt Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Port Chester N Y, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Dana Farber Cancer Inst	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Austin Tx Wtr & Wastewater Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
West Virginia St, Go Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Port Auth Ny & N J, Consolidated Bonds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Brandeis Univ	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Austin Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
West Virginia Economic Dev Auth Lease Rev, Lease Rev Ref Bds, Correctional,	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Port Auth Ny & N J, Consolidated Bonds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A

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