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
Arch Capital Group Ltd.	Q3 2021 Filed on Nov 12, 2021	13,000	N/A
Cloudera Incorporated	Q3 2021 Filed on Nov 12, 2021	5,450	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St Dev Fin Agy Hosp Rev, Rev Bds, Cape Cod Healthcare	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Washington St, Var Purp Go 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	10,000	N/A
Arapahoe Cnty CO Wtr & Wastewater Auth Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Washington St, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Florida St Brd Ed Pub Ed, Outlay Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Aransas Cnty Tx Nav Dist No 1, Genl Oblig Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Massachusetts St Dev Fin Agy Spl Oblig, Spl Oblig Bds	Q3 2021 Filed on Nov 12, 2021	7,000	N/A
Aransas Cnty Tex, Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Florida St Brd Ed Pub Ed, Pub Education Cap Outlay 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	30,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Massachusetts St Dev Fin Agy Spl Oblig, Spl Oblig Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Florida St Brd Ed Lottery Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Appleton Wi Wtrwks Rev, Rev 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	150,000	N/A
Florida St Brd Ed Lottery Rev, Rev Ref Bds	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	15,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Florida St, Constr Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Appalachian St Univ Nc Rev, Genl Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Washington St, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Sub Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Williams College	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Anne Arundel Cnty Md, Go Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Florida St, Constr Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Williams College	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	15,000	N/A
Anne Arundel Cnty Md, Go Cons Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Florida St, Constr Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Pennsylvania St Tpke Commn Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washington St, Fuel Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Olin College	Q3 2021 Filed on Nov 12, 2021	190,000	N/A
Florida St, Constr Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Washington St, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Pennsylvania St Tpke Commn Oil Franchise Tax Rev, Subordinated Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
NGLOY Anglo Amern PLC (Uk) Basic Materials	Q3 2021 Filed on Nov 12, 2021	1,117	$17.08 - $24.03 $19.1K - $26.8K
Florida St, Rt Of Wy Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Washington St, Mtr Veh Fuel Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Olin College	Q3 2021 Filed on Nov 12, 2021	140,000	N/A
Pennsylvania St Higher Edl Facilities Auth Rev, Sys Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Anderson Sc Wtr & Swr Sys Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Washington St, Motor Vehicle Fuel Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Florida St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Anderson In Wtrwks Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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