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
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
Fort Bend Cnty Tx Mun Util Dist No 151, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
West Harris Cnty Tx Mun Util Dist No 5, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Austin Tex, Pub Impt 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	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 128, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Austin Tex, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
West Harris Cnty Tx Mun Util Dist No 5, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Austin Tex, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
West Fargo N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Harvard Univ	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 128, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
West Fargo N D, Ref Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Austin Tex, Genl Oblig Ref Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 19, Unltd Tax Levee Impt Bds	Q3 2021 Filed on Nov 12, 2021	325,000	N/A
Port Auth Ny & N J, Consolidated Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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