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

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
269,187
Previous 254,776 5.66%
Holding current value
$16.8 Billion
Previous $15.2 Billion 10.79%
% of portfolio
0.47%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
14,411 Added 5.66%
269,187 $16.8 Billion
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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