Cary Street Partners Investment Advisory LLC Simplify Exchange Traded Fds S Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$24.86 - $26.57 $0 - $0	0 New	0 $0

Others Institutions Holding PINK

# of Institutions

Shares Held

3.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

705K
Shares

$21.2 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

650K
Shares

$19.6 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

403K
Shares

$12.1 Million
0.03% of portfolio
Diversify Advisory Services, LLC Sandy, UT

300K
Shares

$9.04 Million
0.52% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

222K
Shares

$6.68 Million
1.35% of portfolio

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