Cary Street Partners Financial LLC S&P 500 PREMIUM INCOME ETF Transaction History

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
10,543
Previous 14,606 27.82%
Holding current value
$491 Million
Previous $722 Million 31.96%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-4,063 Reduced 27.82%
10,543 $491 Million
Q4 2024

Feb 14, 2025
BUY
N/A
14,606 New
14,606 $722 Million
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