Cary Street Partners Investment Advisory LLC Amplify ETF Tr Trnsformational Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$18.81 - $22.75 $37 - $45	2 Added 0.31%	652 $14,000
Q4 2022 Feb 14, 2023	BUY	$14.7 - $20.03 $9,555 - $13,019	650 New	650 $9,000
Q4 2020 Feb 12, 2021	SELL	$24.45 - $35.4 $1,271 - $1,840	-52 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$20.36 - $25.77 $1,058 - $1,340	52 New	52 $1,000

Others Institutions Holding BLOK

# of Institutions

203

Shares Held

10.7M

Call Options Held

125K

Put Options Held

72.2K

International Assets Investment Management, LLC Orlando, FL

5.23M
Shares

$257 Million
1.16% of portfolio
Morgan Stanley New York, NY

834K
Shares

$41 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

642K
Shares

$31.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

476K
Shares

$23.4 Million
0.03% of portfolio
Cx Institutional

404K
Shares

$19.8 Million
0.68% of portfolio

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