Capital Advisory Group Advisory Services, LLC Ishares Tr Self Driving Ev & T Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	N/A	-40 Closed	0 $0
Q1 2021 May 14, 2021	BUY	N/A	40 New	40 $2,000

Others Institutions Holding IDRV

# of Institutions

105

Shares Held

1.9M

Call Options Held

300

Put Options Held

100

Bank Of America Corp Charlotte, NC

592K
Shares

$17.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

154K
Shares

$4.58 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

126K
Shares

$3.75 Million
0.01% of portfolio
Morgan Stanley New York, NY

114K
Shares

$3.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$3.33 Million
0.0% of portfolio

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