Number of Shares
3,688
Previous 4,745 22.28%
Holding current value
$193 Million
Previous $273 Million 29.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025

SELL
N/A
-1,057 Reduced 22.28%
3,688 $193 Million
Q4 2024

Feb 14, 2025

BUY
N/A
4,745 New
4,745 $273 Million
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial 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 Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.