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
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,347
$10.87 - $11.53 $47.3K - $50.1K
ETHO
ETF Managers Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
1,900
$56.13 - $60.52 $107K - $115K
SPAK
ETF Ser Solutions Defiance Nex
Q2 2021 Filed on Aug 13, 2021
500
N/A
SPDV
ETF Ser Solutions Aam S&P 500
Q2 2021 Filed on Aug 13, 2021
2,430
N/A
ZTO
Zto Express (Cayman) Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
940
$28.2 - $32.78 $26.5K - $30.8K
EDAP
Edap Tms Sa

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,000
$5.88 - $9.54 $5.88K - $9.54K
Duff & Phelps Slt Engy And M
Q2 2021 Filed on Aug 13, 2021
164
N/A
DGICA
Donegal Group Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,000
$14.55 - $16.41 $14.6K - $16.4K
MOON
Direxion Shs ETF Tr Moonshot I
Q2 2021 Filed on Aug 13, 2021
1,200
N/A
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
425
$36.62 - $51.69 $15.6K - $22K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,365
$13.17 - $14.13 $18K - $19.3K
DQ
Daqo New Energy Corp.

Technology
Q2 2021 Filed on Aug 13, 2021
50
$56.48 - $91.99 $2.82K - $4.6K
Dmy Technology Group Inc Iii
Q2 2021 Filed on Aug 13, 2021
1,650
N/A
Crucible Acquisition Corp
Q2 2021 Filed on Aug 13, 2021
300
N/A
CRU
Crucible Acquisition Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
900
$9.67 - $10.13 $8.7K - $9.12K
County Bancorp Inc
Q2 2021 Filed on Aug 13, 2021
259
N/A
CMTL
Comtech Telecommunications Corp

Technology
Q2 2021 Filed on Aug 13, 2021
750
$21.38 - $26.97 $16K - $20.2K
Compute Health Acquisitin CO
Q2 2021 Filed on Aug 13, 2021
900
N/A
Colicity Inc
Q2 2021 Filed on Aug 13, 2021
900
N/A
JVA
Coffee Holding CO Inc

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
6,000
$4.61 - $6.19 $27.7K - $37.1K
CDE
Coeur Mining, Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
500
$8.08 - $11.04 $4.04K - $5.52K
CDXS
Codexis, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,500
$17.48 - $25.46 $26.2K - $38.2K
ZTR
Virtus Total Return Fund Inc.

Financial
Q2 2021 Filed on Aug 13, 2021
247
$9.21 - $10.23 $2.27K - $2.53K
Climate Change Crisis Real I
Q2 2021 Filed on Aug 13, 2021
200
N/A
KDNY
Chinook Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
500
$13.6 - $18.98 $6.8K - $9.49K
Chargepoint Holdings Inc
Q2 2021 Filed on Aug 13, 2021
2,000
N/A
CD
Chindata Group Holdings LTD

Technology
Q2 2021 Filed on Aug 13, 2021
200
$13.06 - $16.98 $2.61K - $3.4K
APOP
Cellect Biotechnology Ltd.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,000
N/A
CARE
Carter Bankshares, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
436
$12.51 - $16.12 $5.45K - $7.03K
CAN
Canaan Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,000
$7.41 - $22.0 $7.41K - $22K
CLXT
Calyxt, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
500
$3.83 - $6.31 $1.92K - $3.16K
CABA
Cabaletta Bio, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
300
$7.2 - $11.73 $2.16K - $3.52K
AKTS
Akoustis Technologies, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
2,000
$8.35 - $14.08 $16.7K - $28.2K
Aegion Corp
Q2 2021 Filed on Aug 13, 2021
19,500
N/A
Trustco Bk Corp N Y
Q2 2021 Filed on Aug 13, 2021
9,358
N/A
Boingo Wireless Inc
Q2 2021 Filed on Aug 13, 2021
316
N/A
TMDI
Titan Medical Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
66
$1.49 - $2.02 $98.3 - $133
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
628
N/A
BNGO
Bionano Genomics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
3,092
$44.1 - $84.0 $136K - $260K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,917
$39.25 - $66.1 $75.2K - $127K
Barclays Bank PLC
Q2 2021 Filed on Aug 13, 2021
3,000
N/A
BCEL
Atreca, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
200
$7.82 - $13.8 $1.56K - $2.76K
Slr Senior Investment Corp
Q2 2021 Filed on Aug 13, 2021
850
N/A
ATHA
Athira Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
235
$10.24 - $20.87 $2.41K - $4.9K
ATHX
Athersys, Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,200
$1.41 - $1.94 $3.1K - $4.27K
ASLN
Aslan Pharmaceuticals LTD

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,500
$2.5 - $3.72 $6.25K - $9.3K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
200
$25.79 - $42.11 $5.16K - $8.42K
SILV
Silver Crest Metals Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
4,000
$8.3 - $10.31 $33.2K - $41.2K
Aphria Inc
Q2 2021 Filed on Aug 13, 2021
2,782
N/A
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