Cary Street Partners Investment Advisory LLC First Tr Exchange Traded Fd Vi Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$19.74 - $20.92 $62,279 - $66,002	3,155 New	3,155 $62,000

Others Institutions Holding YJUN

# of Institutions

Shares Held

8.23M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

1.97M
Shares

$45 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.7M
Shares

$38.9 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

816K
Shares

$18.7 Million
0.03% of portfolio
Maltin Wealth Management, Inc.

800K
Shares

$18.3 Million
9.92% of portfolio
Prw Wealth Management LLC

433K
Shares

$9.9 Million
3.25% of portfolio

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Ticker YJUN

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