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
Palm Beach Cnty Fl Solid Waste Auth Rev, Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Fairfax Cnty Va, Pub Impt And Ref Bds
Q3 2021 Filed on Nov 12, 2021
45,000
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
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
PSBPRZ
Ps Business Pks Inc Calif Dep
Q3 2021 Filed on Nov 12, 2021
2,300
N/A
Mason Cnty Wa Pub Util Dist No 003 Elec Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Advisor'S Asset Mgmt Angels Portfolio, Series 2020 2 Q Term 07/14/2021 Reinv
Q3 2021 Filed on Nov 12, 2021
2,237
N/A
Ppl Capital Funding Incorporated. Jr Sub Nt B 73
Q3 2021 Filed on Nov 12, 2021
3,401
N/A
First Trust Innovative Technology Port Ser 31 Term 05/22/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
10,725
N/A
Oil Company Lukoil Pjsc Sponsored Adr
Q3 2021 Filed on Nov 12, 2021
113
N/A
Marysville Oh Wastewater Treatment Sys Rev, Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
AEFC
Aegon Fdg CO LLC Sub Nts Retai

Industrials
Q3 2021 Filed on Nov 12, 2021
180
$26.37 - $27.34 $4.75K - $4.92K
Oyster Bay N Y, Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
Marysville Oh Exmp Vlg Sch Dist, Sch Impt Ref Bds
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q3 2021 Filed on Nov 12, 2021
39
$15.97 - $21.24 $623 - $828
Oyster Bay N Y, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Global Commodities Oppty Port Ser 40 Term 08/19/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
10,206
N/A
Oxford Al, Go Wts
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Maryland Wtr Quality Fing Admin Bay Restoration Fd Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
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