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
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Advisor'S Asset Mgmt Kames Sustainable Equity Portfolio, Series 2020 3 Q Term
Q3 2021 Filed on Nov 12, 2021
4,382
N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Palm Springs Ca Uni Sch Dist, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Advisor'S Asset Mgmt Blue Chip Portfolio, Series 2020 3 Q Term
Q3 2021 Filed on Nov 12, 2021
14,947
N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Palm Beach Cnty Fl Wtr & Swr Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Fairfax Cnty Va Economic Dev Auth Fac Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 4 Q
Q3 2021 Filed on Nov 12, 2021
2,113
N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Fairfax Cnty Va Economic Dev Auth Fac Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 4 Q
Q3 2021 Filed on Nov 12, 2021
11,518
N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 4 Q Term
Q3 2021 Filed on Nov 12, 2021
1,924
N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Fairfax Cnty Va Indl Dev Auth Rev, Health Care Rev Bds, Inova Hlth Sys
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Advisor'S Asset Mgmt Ubiquitous Strategy Portfolio, Series 2020 4 Term
Q3 2021 Filed on Nov 12, 2021
3,889
N/A
Massachusetts Edl Fing Auth Ed Ln Rev, Education Ln Rev Bds
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Palm Beach Cnty Fl Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Fairfax Cnty Va Indl Dev Auth Rev, Rev Bds, Inova Hlth Sys
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 3 Q
Q3 2021 Filed on Nov 12, 2021
931
N/A
Palm Beach Cnty Fl Pub Impt Rev, Rev Bds, Professional Sports Franchise
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Massachusetts Dept Transn Met Hwy Sys Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Fairfax Cnty Va Indl Dev Auth Rev, Rev Bds, Inova Hlth Sys
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Massachusetts Bay Transn Auth Ma Sales Tax Rev, Sr Sales Tax Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 3 Q Term
Q3 2021 Filed on Nov 12, 2021
737
N/A
Fairfax Cnty Va, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Massachusetts Bay Transn Auth Ma Sales Tax Rev, Senior Sales Tax Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Advisor'S Asset Mgmt Bahl & Gaynor Large Cap Quality Growth Portfolio,
Q3 2021 Filed on Nov 12, 2021
1,281
N/A
Fairfax Cnty Va, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Massachusetts Bay Transn Auth Ma Sales Tax Rev, Sub Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Fairfax Cnty Va, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Advisor'S Asset Mgmt Bulldog Portfolio A Cjl LLC Portfolio, Series 2020 2 Q
Q3 2021 Filed on Nov 12, 2021
19,151
N/A
Fairfax Cnty Va, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Massachusetts Bay Transn Auth Ma Sales Tax Rev, Sub Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 2 Q Term
Q3 2021 Filed on Nov 12, 2021
21,934
N/A
Fairburn Ga, Go Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Elizabeth Nj Pkg Auth Proj Rev, Rev Bds, Pace Qalicb, Recovery Zone
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Massachusetts Bay Transn Auth Ma Rev, Assessment Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Ps Business Parks Inc. Pfd
Q3 2021 Filed on Nov 12, 2021
101
N/A
First Trust Interest Rate Hedge Portfolio Series 137 Term 06/22/2023
Q3 2021 Filed on Nov 12, 2021
1,024
N/A
Advisor'S Asset Mgmt Brand Favorites Focus Portfolio, Series 2020 2 Q Term
Q3 2021 Filed on Nov 12, 2021
3,480
N/A
Massachusetts Bay Transn Auth Mass, Ref Bds, Genl Transn Sys
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
First Trust Inflation Hedge Port Ser 45 Term 06/15/2023 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
9,889
N/A
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email