Cape Investment Advisory, Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Cape Investment Advisory, Inc.

$247 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Oct 12, 2023	SELL	$31.88 - $34.63 $1,976 - $2,147	-62 Reduced 80.52%	15 $502,000
Q1 2023 Oct 12, 2023	BUY	$32.33 - $37.04 $2,489 - $2,852	77 New	77 $2.62 Million

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

Ticker PSK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.