Number of Shares
23,917
Previous 24,562 2.63%
Holding current value
$1.74 Billion
Previous $1.77 Billion 1.99%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 09, 2025

SELL
N/A
-645 Reduced 2.63%
23,917 $1.74 Billion
Q4 2024

Feb 14, 2025

BUY
N/A
24,562 New
24,562 $1.77 Billion
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.