Cary Street Partners Financial LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
254,776
Previous 220,721 15.43%
Holding current value
$15.2 Billion
Previous $13.7 Billion 11.04%
% of portfolio
0.48%
Previous 0.45%

Shares

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

May 09, 2025
BUY
N/A
34,055 Added 15.43%
254,776 $15.2 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
220,721 New
220,721 $13.7 Billion
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