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
First Trust Diversfd High Inc Clsd End Port Ser 43 Term 02/03/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,603
N/A
New Jersey Bldg Auth St Bldg Rev, Rev Ref 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
30,000
N/A
First Trust Dorsey Wright Relative Strength Dvd 42 Term 05/09/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
5,556
N/A
Virginia College Bldg Auth Va Edl Facilities Rev, Rev Bds, University
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Conroe Tx Indpt Sch Dist, Ultd Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Global Dividend Portfolio Series 65 Term 01/27/2023 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
159
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
First Trust Muni Advantage Clsd End & ETF Port 64 Term 01/23/2023 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,689
N/A
Virginia Cmnwlth Transn Brd Transn Rev, Cap Proj Rev Ref Bds
Q3 2021 Filed on Nov 12, 2021
13,000
N/A
Maryland St, Go St Local Facilities Ref Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
First Trust Digital Gaming & Technology Port Ser 2 Term 04/20/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
435
N/A
Texas St, Go Bds
Q3 2021 Filed on Nov 12, 2021
80,000
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust Muni Income Opptys Clsd End Port Ser 66 Term 04/27/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
2,533
N/A
Dublin Ohio, Go LTD Tax Var Purp Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
International Flavors&Fragranc Unit 09/15/21
Q3 2021 Filed on Nov 12, 2021
7,625
N/A
Maryland St, Go Bds
Q3 2021 Filed on Nov 12, 2021
40,000
N/A
First Trust Dividend Strength Oppty Port Ser 16 Term 04/29/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
7,424
N/A
Washoe Cnty Nv Sch Dist, Go LTD Tax Ref Bds
Q3 2021 Filed on Nov 12, 2021
150,000
N/A
Maryland Natl Cap Park & Planning Commn Montgomery Cnty, Go Ref Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
First Trust Dividend Strength Oppty Port Ser 16 Term 04/29/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
519
N/A
Maryland Cmnty Dev Admin Loc Govt Infrastructure, Infastructure Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
Frederick Cnty Md, Go Pub Facilities Bds
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
9,303
N/A
Martin Cnty Fl Health Facilities Auth Hosp Rev, Rev Bds, Martin Mem Med
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
New Hampshire Health & Ed Facilities Auth Rev, Rev Bds, Saint Anselm
Q3 2021 Filed on Nov 12, 2021
15,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
5,263
N/A
Martin Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Sch Bldg Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Marquette Mich, Go Ultd Tax Bds, Peter White Pub Library
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Capital Strength Oppty Port Ser 17 Term 04/29/2022 Cash Semi Annual
Q3 2021 Filed on Nov 12, 2021
1,324
N/A
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
Q3 2021 Filed on Nov 12, 2021
298
$19.32 - $22.3 $5.76K - $6.65K
Maricopa Cnty Az Spl Health Care Dist, Go Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Dow Target 10 Feb '21 Term 03/09/2022 Reinv Fee Monthly
Q3 2021 Filed on Nov 12, 2021
9,673
N/A
Zions Bancorporation N A Dep 1/40 Th Pfd
Q3 2021 Filed on Nov 12, 2021
732
N/A
Maricopa Cnty Az Sch Dist No 214 Tolleson Un High, Sch Impt Proj
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
First Trust Dow Target 10 Feb '21 Term 03/09/2022 Reinv Monthly
Q3 2021 Filed on Nov 12, 2021
1,375
N/A
ZIONL
Zions Bancorporation, National Association

Industrials
Q3 2021 Filed on Nov 12, 2021
1,100
$27.53 - $28.55 $30.3K - $31.4K
Maricopa Cnty Az Uni Sch Dist No 89 Dysart, Ref Bds
Q3 2021 Filed on Nov 12, 2021
10,000
N/A
First Trust American Recovery Port Ser 4 Term 01/06/2023 Reinv Fee Semi Annual
Q3 2021 Filed on Nov 12, 2021
514
N/A
First Trust Market Strength Alloc Oppty Port Ser 16 Term 04/06/2022 Reinv
Q3 2021 Filed on Nov 12, 2021
4,621
N/A
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Reinv Fee
Q3 2021 Filed on Nov 12, 2021
15,681
N/A
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
Q3 2021 Filed on Nov 12, 2021
57
$101.12 - $116.34 $5.76K - $6.63K
First Trust Select Dsip Portfolio 1 St Qtr 2021 Term 04/14/2022 Cash Fee
Q3 2021 Filed on Nov 12, 2021
12,672
N/A
Western Alliance Bancorp
Q3 2021 Filed on Nov 12, 2021
435
N/A
WSBCP
Wesbanco Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,600
$27.9 - $28.95 $44.6K - $46.3K
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