Cary Street Partners Investment Advisory LLC First Tr Ex Tr Viii Ft Cboe Ve Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	SELL	$26.36 - $28.69 $447,988 - $487,586	-16,995 Reduced 46.96%	19,195 $549,000
Q2 2024 Jul 22, 2024	BUY	$25.43 - $28.05 $920,311 - $1.02 Million	36,190 New	36,190 $1.01 Million

Others Institutions Holding QMAR

# of Institutions

Shares Held

5.12M

Call Options Held

Put Options Held

Outlook Wealth Advisors, LLC

517K
Shares

$15.2 Million
5.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

408K
Shares

$12 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

329K
Shares

$9.67 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

298K
Shares

$8.74 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

250K
Shares

$7.34 Million
0.02% of portfolio

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About FIRST TR EX-TR VIII FT CBOE VE

Ticker QMAR

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