Cary Street Partners Investment Advisory LLC First Tr ETF Vi Dorseywright D Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$24.71 - $26.58 $2,471 - $2,658	100 New	100 $2,000
Q4 2022 Feb 14, 2023	BUY	$23.85 - $25.91 $2,385 - $2,591	100 New	100 $2,000

Others Institutions Holding DALI

# of Institutions

Shares Held

4.17M

Call Options Held

Put Options Held

Strid Group, LLC

3.62M
Shares

$91 Million
14.06% of portfolio
Prospera Financial Services Inc

209K
Shares

$5.25 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

73.9K
Shares

$1.86 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

56.7K
Shares

$1.43 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

46.6K
Shares

$1.17 Million
0.0% of portfolio

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About FIRST TR ETF VI DORSEYWRIGHT D

Ticker DALI
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