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
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
Maryland St Dept Transn Cons Transn, Consolidated Transport Bds
Q3 2021 Filed on Nov 12, 2021
10,000
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
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
First Trust Dow Target 10 Apr '21 Term 05/09/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
10,165
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
New Jersey Bldg Auth St Bldg Rev, Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Innovative Technology Port Ser 30 Term 02/21/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
15,749
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Puerto Rico Cmnwlth Hwy & Transn Auth Transn Rev, Rev Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Election Portfolio Series 18 Term 05/12/2022 Reinv Fee Semi Annual
Q3 2021 Filed on Nov 12, 2021
1,766
N/A
Franklin Tenn, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Maryland St, Tax Exempt Go Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Core Holdings Growth Trust 2021 Spring Term 02/21/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
3,011
N/A
Maryland St, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Washington Subn San Dist Md, Cons Pub Impt Bds
Q3 2021 Filed on Nov 12, 2021
55,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
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