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 Dev Fin Agy Rev, Bds, Simmons Univ	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tx Elec Util Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 167, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
West Travis Cnty Tx Mun Util Dist No 6, Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Brandeis Univ	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Austin Tx Elec Util Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	135,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 155, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Port Auth Ny & N J, Consolidated Bonds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Austin Tx Cmnty College Dist Pub Fac Corp Lease Rev, Lease Rev Bds, Hays	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 145, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Austin Tx Cmnty College Dist, LTD Tax And Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	255,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 145, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
West Rankin Ms Util Auth Rev, Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Austin Tx Cmnty College Dist, LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 148, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
West Perry Pa Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Holy Cross College	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Austin Tx Arpt Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 148, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Austin Tex, Ctfs Oblig	Q3 2021 Filed on Nov 12, 2021	13,000	N/A
West Palm Beach Fl Util Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Fisher College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 148, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Austin Tex, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
West Palm Beach Fl Cmnty Redev Agy Tax Increment Rev, Ref Bds, City Centre	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Lesley University	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tex, Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Port Auth Ny & N J, Consolidated 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
Fort Bend Cnty Tx Mun Util Dist No 182, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tex, Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
West Monroe La Sales & Use Tax Rev, Sales Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Austin Tex, Pub Impt Ref Ctfs Of Oblig Pub Ppty Fin Contract	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	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 129, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
West Haven Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Umass Memorial Hlth Care Inc	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Austin Tex, Pub Impt Ref Ctfs Of Oblig Pub Ppty Fin Contract	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 151, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	13,000	N/A
West Harris Cnty Tx Regl Wtr Auth Wtr Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Austin Tex, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	30,000	N/A

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