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
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
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

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