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
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Arlington Cnty Va, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Florida St Dept Genl Svcs Div Facilities Mgmt Rev, Pool Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Petroleos Mexicanos	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Arkansas St, Wtr And Waste Wtr And Pollution Abatement Fac Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washington Subn San Dist Md, Cons Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Emerson College	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Florida St Brd Governors Univ Sys Impt Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Petrobras International Finance Company	Q3 2021 Filed on Nov 12, 2021	225,000	N/A
Arizona Wtr Infrastructure Fin Auth Rev, Wtr Quality Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Peru Ny Cent Sch Dist, Sch Dist Ser Bds	Q3 2021 Filed on Nov 12, 2021	70,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Simmons Univ	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Washington St Univ Revs, Genl Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Florida St Brd Governors Univ Fl Student Activity Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
PMTPRA Pennymac Mtg Invt Tr	Q3 2021 Filed on Nov 12, 2021	4,800	N/A
Arizona Wtr Infrastructure Fin Auth Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washington St Health Care Facilities Auth Rev, Rev Bds, Providence Hlth	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	90,000	N/A
Florida St Brd Governors Univ Cent Fl Dorm Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Pennsylvania St Univ, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Ma General Brigham Inc	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Washington St Health Care Facilities Auth Rev, Rev Bds, Seattle Childrens	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Arizona St Transn Brd Hwy Rev, Subordinated Hwy Rev Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Florida St Brd Governors Fl Atlantic Univ Dorm Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washington St Higher Ed Facilities Auth Rev, Taxable Ref Rev Bds, Whitworth	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Wheaton College	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Florida St Brd Ed Pub Ed, Cap Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Arizona Brd Regents Az St Univ Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Washington St, Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Wheaton College	Q3 2021 Filed on Nov 12, 2021	225,000	N/A
Arizona Brd Regents Univ Az Sys Rev, Speed Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Florida St Brd Ed Pub Ed, Cap Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, Wheaton College	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Washington St, Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Florida St Brd Ed Pub Ed, Cap Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Washington St, Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St Dev Fin Agy Rev, Bds, The Broad Institute	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Florida St Brd Ed Pub Ed, Pub Edu Cap Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Archon Corporation Com New	Q3 2021 Filed on Nov 12, 2021	298	N/A
Washington St, Var Purp Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Arch Cap Group LTD Pfd	Q3 2021 Filed on Nov 12, 2021	82	N/A
Massachusetts St Dev Fin Agy Rev, Bds, The Broad Institute	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Florida St Brd Ed Pub Ed, Cap Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Washington St, Mtr Veh Fuel Tax Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Florida St Brd Ed Pub Ed, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A

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