Cary Street Partners Investment Advisory LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$23.46 - $23.61 $11,730 - $11,805	-500 Reduced 50.0%	500 $11,000
Q1 2023 May 12, 2023	SELL	$23.35 - $23.58 $4,670 - $4,716	-200 Reduced 16.67%	1,000 $23,000
Q4 2022 Feb 14, 2023	BUY	$23.03 - $23.66 $27,636 - $28,392	1,200 New	1,200 $27,000

Others Institutions Holding BSJN

# of Institutions

Shares Held

399K

Call Options Held

Put Options Held

Strategic Wealth Advisors Group, LLC Sacramento, CA

242K
Shares

$0
0.24% of portfolio
Harrison & CO Wealth Management, LLC

98.9K
Shares

$0
2.25% of portfolio
Intrua Financial, LLC Houston, TX

41.8K
Shares

$0
0.2% of portfolio
Beaumont Financial Partners, LLC

13.3K
Shares

$0
0.03% of portfolio
Sutton Wealth Advisors Inc. Tampa, FL

1.73K
Shares

$0
0.02% of portfolio

View Full List

About INVESCO ET SELF IDXD FD TR BUL

Ticker BSJN
Sector ETFs
Industry ETFs

More about BSJN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account