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
Atlantic City N J, Tax Appeal Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Wells Fargo & CO Pfd	Q3 2021 Filed on Nov 12, 2021	23,851	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Williams College	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Fort Bend Cnty Tx Mun Mgmt Dist No 1, Unltd Tax Road Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Pittsburgh Pa Wtr & Swr Auth Wtr & Swr Sys Rev, First Lien Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Forsyth Cnty Ga, Go Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
WFCPRY Wells Fargo & CO New	Q3 2021 Filed on Nov 12, 2021	4,241	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Forest Hills Mun Util Dist Tex, Wtrwrks And Swr Sys Combi Ultd Tax And	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
WFCPRZ Wells Fargo& CO New	Q3 2021 Filed on Nov 12, 2021	1,270	N/A
Pioneer Nat Res CO Sr Glbl Coco 25	Q3 2021 Filed on Nov 12, 2021	3,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Worcester Polytechnic Inst	Q3 2021 Filed on Nov 12, 2021	185,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Wtr & Wastewtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
PNFPP Pinnacle Finl Part Inc Dep Sh Financial Services	Q3 2021 Filed on Nov 12, 2021	4,250	$28.0 - $29.23 $119K - $124K
Forest Hills Mun Util Dist Tex, Wtrwrks And Swr Sys Combi Ultd Tax And	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Atlanta Ga Wtr & Wastewtr Rev, Wtr & Waste Wtr Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Dana Farber Cancer Inst	Q3 2021 Filed on Nov 12, 2021	520,000	N/A
Pinellas Cnty Fl Swr Rev, Swr Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fontana On Geneva Lake Wis, Go Corp Purp Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Atlanta Ga Tax Allocation, Tax Allocation Bds, Perry Bolton Proj	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Dana Farber Cancer Inst	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Pinellas Cnty Fl Sch Brd Ctf Partn, Ctf Partn, Pinellas Sch Brd Leasing	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Wayne Twp In Marion Cnty Sch Bldg Corp, First Mtg Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Foley Al Utils Brd Utils Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Atlanta Ga Arpt Rev, Genl Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Pinellas Cnty Fl Sch Brd Ctf Partn, Ctf Partn, Pinellas Sch Brd Leasing	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Waxahachie Tex, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Flour Bluff Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Atlanta & Fulton Cnty Ga Rec Auth Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Pine Tree Tx Indpt Sch Dist, Unltd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Florida St Tpke Auth Tpke Rev, Dept Transn Rev Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
ATHPRC Athene Hldg LTD Dep Sh Repstg	Q3 2021 Filed on Nov 12, 2021	592	N/A
Waukesha Cnty Wis, Go Prom Nts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Pinal Cnty Az Uni Sch Dist No 43 Apache Jct, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Waterford Mi Sch Dist, Go Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Florida St Tpke Auth Tpke Rev, Dept Transport Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
ATHPRB Athene Hldg LTD Dep Shs Repstg	Q3 2021 Filed on Nov 12, 2021	3,300	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Bentley Univ	Q3 2021 Filed on Nov 12, 2021	175,000	N/A
Pima Cnty Az St & Hwy Rev, Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Athens Al, Go Sch Impt Wts	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Florida St Tpke Auth Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Waterbury Conn, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Phoenixville Pa, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Umass Memorial Hlth Care Inc	Q3 2021 Filed on Nov 12, 2021	490,000	N/A
Astrazeneca PLC	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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