Cary Street Partners Investment Advisory LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$27.3 - $29.67 $7,917 - $8,604	290 Added 1.79%	16,494 $487,000
Q1 2024 Apr 30, 2024	BUY	$26.6 - $28.37 $431,026 - $459,707	16,204 New	16,204 $459,000

Others Institutions Holding BUFQ

# of Institutions

140

Shares Held

22.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

7.08M
Shares

$231 Million
0.09% of portfolio
Creekmur Asset Management LLC Morton, IL

1.13M
Shares

$37 Million
8.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.08M
Shares

$35.2 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$33.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

869K
Shares

$28.3 Million
0.04% of portfolio

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About FIRST TR EX TR FD VIII FT CBOE

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