Cary Street Partners Investment Advisory LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$33.27 - $36.56 $755,827 - $830,570	22,718 New	22,718 $829,000
Q3 2023 Nov 13, 2023	BUY	$33.92 - $35.33 $504,152 - $525,109	14,863 Added 14863.0%	14,963 $508,000
Q4 2022 Feb 14, 2023	BUY	$29.52 - $31.72 $2,952 - $3,172	100 New	100 $3,000

Others Institutions Holding DJUL

# of Institutions

115

Shares Held

5.57M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

769K
Shares

$32.2 Million
10.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

526K
Shares

$22 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

411K
Shares

$17.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

259K
Shares

$10.8 Million
0.01% of portfolio
Armis Advisers, LLC Atlanta, GA

198K
Shares

$8.3 Million
1.02% of portfolio

View Full List

About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

More about DJUL

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