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
Massachusetts St Dev Fin Agy Rev, Bds, Boston Univ	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Austin Tex, Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 17, Ultd Tax Park Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
West Contra Costa Ca Uni Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Port Auth Ny & N J, Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	Q3 2021 Filed on Nov 12, 2021	210,000	N/A
Auburn Hills Mich, Cap Impt LTD Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Auburn Al, Go Wts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
West Clark 2000 Sch Bldg Corp Ind, First Mtg Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
POAHY Porsche Automobil Holding Se Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Fort Bend Cnty Tx Levee Impt Dist No 15, Ultd Tax Park Bds	Q3 2021 Filed on Nov 12, 2021	445,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Auburn Al, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	115,000	N/A
West Bloomfield Mi Sch Dist, Go Unltd Tax Bldg Site Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Plymouth Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Atwater Ca Elem Sch Dist, Election 2018 Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
West Bloomfield Mi Sch Dist, Go Ultd Tax Sch Bldg And Site Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Berklee College Of Music	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
West Bloomfield Mi Sch Dist, Go Ultd Tax Sch Bldg And Site Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Atwater Ca Elem Sch Dist, Go Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Weslaco Tex, Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Placer Ca Un High Sch Dist Sch Facilities Impt Dist No 2, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
AUBAP Atlantic Un Bankshs Corp	Q3 2021 Filed on Nov 12, 2021	18,989	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fort Bend Cnty Tx Mun Util Dist No 5, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Wells Fargo Finance LLC 3 Y S&P 500 Index Absolute Return Barrier Note	Q3 2021 Filed on Nov 12, 2021	239,000	N/A
Atlantic City N J, Tax Appeal Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Pittsburgh Pa Wtr & Swr Auth Wtr & Swr Sys Rev, First Lien Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Fort Bend Cnty Tx Indl Dev Corp Indl Dev Rev, Rev Bds, Nrg Energy Inc	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
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

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