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
Virginia St Res Auth Infrastructure Rev, Rev Bds, Va Pooled Fin Pgm	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Pasadena Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref 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	10,000	N/A
Alabama Fed Aid Hwy Fin Auth Fed Hwy, Grant Antic Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Virginia St Res Auth Infrastructure Rev, Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Aircastle Limited	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
PKIUF Parkland Corp (Canada) Energy	Q3 2021 Filed on Nov 12, 2021	500	$26.92 - $32.59 $13.5K - $16.3K
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Park City Ut Wtr Rev, Ref Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	180,000	N/A
ALPRA Air Lease Corp Non Cum Perp Pr	Q3 2021 Filed on Nov 12, 2021	950	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St, Go 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	5,000	N/A
Paramus N J, Genl Impt And Golf Course And Swim Pool Util Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Aiken Cnty Sc Cons Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds, Pooled Financing Program	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	225,000	N/A
Fairfax Cnty Va Economic Dev Auth Transn Contract Rev, Rev Ref Bds, Route 28	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
PCRFY Panasonic Corp Technology	Q3 2021 Filed on Nov 12, 2021	1,651	$11.3 - $13.29 $18.7K - $21.9K
Aiken Cnty S C, Go Bds, Cnty Admin Bldg Proj	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
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 Brand Favorites Focus Portfolio, Series 2021 2 Q Term	Q3 2021 Filed on Nov 12, 2021	13,605	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	100,000	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	50,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Advisor'S Asset Mgmt Angels Portfolio, Series 2021 2 Q Term 07/15/2022 Reinv	Q3 2021 Filed on Nov 12, 2021	68,130	N/A
Palmera Ridge Mun Util Dist Williamson Cnty Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St Clean Wtr Tr, St Revolving Fd Bds, Green Bonds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
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

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