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

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 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

105

Shares Held

4.69M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

774K
Shares

$32.9 Million
10.99% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

554K
Shares

$23.6 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

259K
Shares

$11 Million
0.01% of portfolio
Envestnet Asset Management Inc

231K
Shares

$9.85 Million
0.0% of portfolio
Ignite Planners, LLC

190K
Shares

$8.1 Million
1.85% of portfolio

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About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

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