Cary Street Partners Investment Advisory LLC Ishares Tr Esg Screened S&P 50 Put Options Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XVV

# of Institutions

104

Shares Held

2.9M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$38.2 Million
2.03% of portfolio
Becker Capital Management Inc

203K
Shares

$9.44 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$6.5 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

95K
Shares

$4.41 Million
0.64% of portfolio
Jnba Financial Advisors

94.6K
Shares

$4.4 Million
0.44% of portfolio

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