Cary Street Partners Investment Advisory LLC First Exc Trd Viii Cboe Vest U Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$30.08 - $31.14 $18,890 - $19,555	628 New	628 $19,000

Others Institutions Holding DJAN

# of Institutions

Shares Held

3.47M

Call Options Held

Put Options Held

Brookstone Capital Management

439K
Shares

$17.1 Million
0.28% of portfolio
Ifp Advisors, Inc

356K
Shares

$13.9 Million
0.55% of portfolio
Advisory Services Network, LLC

213K
Shares

$8.31 Million
0.17% of portfolio
Smart Wealth LLC Omaha, NE

201K
Shares

$7.82 Million
3.0% of portfolio
Envestnet Asset Management Inc

197K
Shares

$7.66 Million
0.0% of portfolio

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About FIRST EXC-TRD VIII CBOE VEST U

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