Cary Street Partners Financial LLC FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
22,426
Previous 39,672 43.47%
Holding current value
$460 Million
Previous $792 Million 41.94%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-17,246 Reduced 43.47%
22,426 $460 Million
Q1 2025

May 09, 2025
SELL
N/A
-5,053 Reduced 11.3%
39,672 $792 Million
Q4 2024

Feb 14, 2025
BUY
N/A
44,725 New
44,725 $962 Million
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