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
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
Outcrop Silver & Gold Corporation
Q3 2021 Filed on Nov 12, 2021
400
N/A
First Trust Water Utility & Infra Select Port 62 Term 05/12/2023 Reinv
Q3 2021 Filed on Nov 12, 2021
4,691
N/A
Maryland St Transn Auth Transn Facilities Prjs Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
Otis Mass, Go New Clean Renewable Energy Bds, New Clean Renewable Energy
Q3 2021 Filed on Nov 12, 2021
13,000
N/A
Adams 12 Five Star Schs Colo, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Maryland St Transn Auth Transn Facilities Prjs Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Osceola Cnty Fl Sales Tax Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Water Utility & Infra Select Port 62 Term 05/12/2023 Cash Fee
Q3 2021 Filed on Nov 12, 2021
1,663
N/A
Maryland St Transn Auth Transn Facilities Prjs Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
ACRHF
Acreage Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
91
$2.28 - $3.74 $207 - $340
Orono Mn Indpt Sch Dist No 278, Go Sch Bldg Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Cybersecurity Portfolio Series 24 Term 05/05/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
4,322
N/A
Maryland St Transn Auth Transn Facilities Prjs Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Orlando & Orange Cnty Expy Auth Fl Expy Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Orlando & Orange Cnty Expy Auth Fl Expy Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
First Trust Interest Rate Hedge Portfolio Series 136 Term 04/20/2023
Q3 2021 Filed on Nov 12, 2021
4,410
N/A
Maryland St Transn Auth Passenger Fac Charge Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Orlando & Orange Cnty Expy Auth Fl Expy Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
TPRA
At&T Inc Dep Shs Repstg 1/1000
Q3 2021 Filed on Nov 12, 2021
124
N/A
Maryland St Transn Auth Passenger Fac Charge Rev, Rev Bds, Baltimore
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
First Trust Banking Opportunity Portfolio Series 42 Term 08/03/2022
Q3 2021 Filed on Nov 12, 2021
1,407
N/A
AMKBY
A.P. Moller Maersk A/S Unspons

Industrials
Q3 2021 Filed on Nov 12, 2021
543
$13.53 - $15.92 $7.35K - $8.64K
First Trust Interest Rate Hedge & ETF Port Ser 28 Term 04/14/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
33,881
N/A
Maryland St Stad Auth Rev, Constr Revitalization Pgm Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
AMRK
A Mark Precious Metals, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
400
$21.95 - $30.55 $8.78K - $12.2K
First Trust Dow Target 10 May '21 Term 06/09/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,702
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds, Loyola
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Affiliated Managers Group, Incorporated 5.15 Conv Pfd
Q3 2021 Filed on Nov 12, 2021
103
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds,
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Capital Strength Oppty Port Ser 18 Term 07/26/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
8,013
N/A
AGNCM
Agnc Investment Corp.

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,200
$25.45 - $26.49 $30.5K - $31.8K
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds,
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds, Johns
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
First Trust Capital Strength Oppty Port Ser 18 Term 07/26/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
10,639
N/A
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