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

Cary Street Partners Investment Advisory LLC

$2.42 Billion
Q2 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

Shares Held

3.13M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

730K
Shares

$30.1 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

277K
Shares

$11.4 Million
0.03% of portfolio
Ignite Planners, LLC

199K
Shares

$8.23 Million
2.05% of portfolio
Smart Money Group LLC

186K
Shares

$7.68 Million
3.03% of portfolio
First Heartland Consultants, Inc.

173K
Shares

$7.14 Million
0.48% of portfolio

View Full List

About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

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