Cary Street Partners Investment Advisory LLC Spdr Index Shs Fds Msci Eafe S 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	$68.15 - $71.82 $613 - $646	9 Added 1.69%	540 $37,000
Q4 2022 Feb 14, 2023	BUY	$57.54 - $66.5 $30,553 - $35,311	531 New	531 $34,000

Others Institutions Holding QEFA

# of Institutions

127

Shares Held

11M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

1.94M
Shares

$145 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.36M
Shares

$101 Million
0.01% of portfolio
Intelligence Driven Advisers, LLC

886K
Shares

$66.3 Million
9.56% of portfolio
Lpl Financial LLC Fort Mill, SC

796K
Shares

$59.5 Million
0.03% of portfolio
Great Valley Advisor Group, Inc.

525K
Shares

$39.3 Million
1.02% of portfolio

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