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
AGNCN
Agnc Investment Corp.

Real Estate
Q3 2021 Filed on Nov 12, 2021
6,325
$25.77 - $26.73 $163K - $169K
ACSAY
Acs Actividades De Construccio

Industrials
Q3 2021 Filed on Nov 12, 2021
4
$3.96 - $4.56 $15.8 - $18.2
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds, Johns
Q3 2021 Filed on Nov 12, 2021
115,000
N/A
First Trust Capital Strength Oppty Port Ser 18 Term 07/26/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
6,123
N/A
Rwe Ag Sponsored Adr
Q3 2021 Filed on Nov 12, 2021
143
N/A
Intec Pharma Limited Jerusalem Shs New
Q3 2021 Filed on Nov 12, 2021
110
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Pkg Rev Bds,
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust LTD Duration Fixed Inc ETF Port Ser 39 Term 04/06/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,572
N/A
Apollo Global Management Incorporated Pfd Series A
Q3 2021 Filed on Nov 12, 2021
12,432
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds, Helix
Q3 2021 Filed on Nov 12, 2021
45,000
N/A
First Trust Select Dsip Portfolio 2 Nd Qtr 2021 Term 07/18/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
41,448
N/A
First Trust Cyclical Strength Portfolio Series 29 Term 02/25/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
481
N/A
Maryland St Health & Higher Edl Facilities Auth Rev, Rev Bds,
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
First Trust Select Dsip Portfolio 2 Nd Qtr 2021 Term 07/18/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
12,380
N/A
Maryland St Dept Transn Cons Transn, Cons Transport Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
MSPRF
Morgan Stanley Dep Shs Rpstg 1
Q3 2021 Filed on Nov 12, 2021
7,200
N/A
First Trust Select Dsip Portfolio 2 Nd Qtr 2021 Term 07/18/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
12,705
N/A
INTZ
Intrusion Inc

Technology
Q3 2021 Filed on Nov 12, 2021
300
$3.38 - $14.8 $1.01K - $4.44K
Globe Life, Inc. Pfd
Q3 2021 Filed on Nov 12, 2021
13,509
N/A
Maryland St Dept Transn Cons Transn, Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust 75/25 Strategic Allocation Port. 2 Q '21 Term 07/18/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
253
N/A
Maryland St Dept Transn Cons Transn, Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
First Trust Nextgen Comm & Tech Port Ser 9 Term 05/26/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,486
N/A
Maryland St Dept Transn Cnty Transn, Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust 60/40 Strategic Allocation Port. 2 Q '21 Term 07/18/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
1,001
N/A
Guggenheim Income & Treasury Limited Duration Portfolio Of Funds 066 Term
Q3 2021 Filed on Nov 12, 2021
13,076
N/A
Maryland St Dept Transn Cnty Transn, Rev Bds
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
First Trust Inflation Hedge Port Ser 44 Term 03/24/2023 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
549
N/A
Maryland St Dept Transn Cnty Transn, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Clough Global Opportunities Fd Right
Q3 2021 Filed on Nov 12, 2021
4,110
N/A
First Trust Target Global Dvd Leaders 2 Q '21 Term 07/08/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,934
N/A
Maryland St, Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
First Trust Target Global Dvd Leaders 2 Q '21 Term 07/08/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
1,448
N/A
Maryland St, St Local Facilities Ln Second Ser Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
Maryland St, Go St Local Facilities Ln Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '21 Term 07/08/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
26,955
N/A
Osisko Development Corporation
Q3 2021 Filed on Nov 12, 2021
1,700
N/A
Maryland St, Go St Local Facilities Ln Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust S&P Dvd Aristocrats Target 25 2 Q '21 Term 07/08/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
4,135
N/A
Dnb Asa Sponsored Adr
Q3 2021 Filed on Nov 12, 2021
425
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Target High Quality Dvd 2 Q '21 Term 07/08/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
4,781
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
MBKL
Mbt Bancshares Com Inc
Q3 2021 Filed on Nov 12, 2021
4,981
N/A
First Trust Value Line Target Safety 30 2 Q '21 Term 07/08/2022 Cash Fee Monthly
Q3 2021 Filed on Nov 12, 2021
2,977
N/A
Louisiana St, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
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