Cary Street Partners Investment Advisory LLC FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024
Number of Shares
172,924
Previous 158,552 9.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
N/A
14,372 Added 9.06%
172,924 $0
Q2 2024

Jul 22, 2024
SELL
N/A
-3,065 Reduced 1.9%
158,552 $0
Q1 2024

Apr 30, 2024
BUY
N/A
14,506 Added 9.86%
161,617 $0
Q4 2023

Feb 07, 2024
BUY
N/A
147,111 New
147,111 $0
Q3 2023

Nov 13, 2023
BUY
N/A
17,056 New
17,056 $0
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email