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
Washington Cnty Minn, Go Cap Impt Plan Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Pennsylvania St, Go Bds First Series
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Pennsylvania St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Lesley University
Q3 2021 Filed on Nov 12, 2021
9,000
N/A
First Trust Build America Bonds Income Trust 28 Monthly Cash
Q3 2021 Filed on Nov 12, 2021
50
N/A
Allegheny Cnty Pa Santn Auth Swr Rev, Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Washington Cnty Md, Pub Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Allegheny Cnty Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Allegheny Cnty Pa, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Warren Mich, Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Allegheny Cnty Pa, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Warren Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Wallington N J, Genl Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Pennsylvania St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Wake Cnty Nc LTD Oblig, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
FRCPRH
First Rep Bk San Fran Ca New
Q3 2021 Filed on Nov 12, 2021
1,261
N/A
Allegany Cnty N Y, Serial Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Pennsylvania Hsg Fin Agy Single Family Mtg Rev, Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St Dev Fin Agy Rev, Rev Bds, Boston Univ
Q3 2021 Filed on Nov 12, 2021
350,000
N/A
Wake Cnty Nc Hosp Rev, Hosp Sys Rev Bds, Wake Cnty Hosp Sys Inc
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
FRCPRK
First Rep Bk San Francisco
Q3 2021 Filed on Nov 12, 2021
258
N/A
Alexandria Va Indl Dev Auth Edl Facilities Rev, Ref Bds, Episcopal
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Pennsauken Twp Nj Sch Dist, Brd Ed Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Massachusetts St College Bldg Auth Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Wake Cnty N C, Go Pub Impts Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Massachusetts St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Alexandria Va, Go Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Pender Cnty N C, Go Sch Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Wake Cnty N C, Go Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Massachusetts St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
FOA
Finance Of America Companies Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
585
$4.84 - $7.64 $2.83K - $4.47K
BEKE
Ke Holdings Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
3,929
$15.64 - $46.95 $61.4K - $184K
Pend Oreille Cnty Wa Pub Hosp Dist No 1, Unltd Tax Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Alexandria Va, Go Cap Impt Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Wake Cnty N C, Go Sch Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Massachusetts St, Cmnwlth Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Fillmore Ca Redev Agy Successor Agy Tax Allocation, Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Alexandria La Utils Rev, Utils Rev Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Wadsworth Ohio, Go LTD Tax Var Purp Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Pembroke Pines Fla, Go Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Massachusetts St, Go Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Ferndale Wa Wtr & Swr Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Albuquerque Nm Mun Sch Dist No 012, Go Sch Bldg Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Waco Tex, Combi Tax And Rev Ctfs Of Oblig
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Pembroke N H, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
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