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
Florida St Governmental Util Auth Util Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Washoe Cnty Nv Sch Dist, LTD Tax Go Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Waterbury Conn, Taxable Go Pension Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
ARGGY Aston Martin Lagonda Global	Q3 2021 Filed on Nov 12, 2021	150	N/A
Phoenix Az Civic Impt Corp Wtr Sys Rev, Jr Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Umass Memorial Hlth Care Inc	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washoe Cnty Nev, Go LTD Tax Var Purp Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	220,000	N/A
Philadelphia Pa Wtr & Wastewtr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
Florida St Governmental Util Auth Util Rev, Rev Ref Bds, Lehigh Utility	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Assured Guaranty Muni Hldgs Inc. Notes	Q3 2021 Filed on Nov 12, 2021	1,730	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Ashland Ky, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Florida St Governmental Util Auth Util Rev, Util Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Washington Subn San Dist Md, Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Philadelphia Pa Hsg Auth Genl Rev, Rev Bds, Pha Headquarters Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
ARGTF Artemis Gold Inc Com (Can)	Q3 2021 Filed on Nov 12, 2021	1,000	$4.02 - $5.48 $4.02K - $5.48K
Florida St Mun Ln Council Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Arlington Tx Wtr & Wastewater Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Washington Subn San Dist Md, Consolid Pub Impt 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	475,000	N/A
Florida St Dept Transn Seaport Invt Program Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Philadelphia Pa Auth For Indl Dev City Svc Agreement Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Arlington Tx Wtr & Wastewater Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Washington Subn San Dist Md, Consolid Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Philadelphia Pa Arpt Rev, Ref Bds	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	185,000	N/A
Florida St Dept Transn Seaport Invt Program Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Philadelphia Pa, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Washington Subn San Dist Md, Consolid Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Arlington Tx Indpt Sch Dist, Ultd Tax Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Beth Israel Lahey Health Inc	Q3 2021 Filed on Nov 12, 2021	81,000	N/A
Philadelphia Pa Auth For Indl Dev Temple Univ Rev, Rev Bds, Temple University	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Florida St Dept Environmental Protn Preservation Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Arlington Tex, Perm Impt Ref Bds	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	25,000	N/A
Washington Subn San Dist Md, Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Florida St Dept Mgmt Svcs Ctf Partn, Ctf Partn	Q3 2021 Filed on Nov 12, 2021	140,000	N/A
Arlington Cnty Va, Go Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Phenix City Al Wtr & Swr Rev, Rev Wts	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Washington Subn San Dist Md, Consolidated Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Pflugerville Tex, LTD Tax And Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	145,000	N/A
Arlington Cnty Va, Go Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Florida St Dept Mgmt Svcs Ctf Partn, Ref Ctf Partn	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Washington Subn San Dist Md, Consolidated Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Petroleos Mexicanos	Q3 2021 Filed on Nov 12, 2021	7,000	N/A

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