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

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$29.87 - $30.63 $1.73 Million - $1.78 Million	58,055 New	58,055 $1.75 Million

Others Institutions Holding DMAR

# of Institutions

Shares Held

3.47M

Call Options Held

Put Options Held

Lifestyle Asset Management, Inc. Friendswood, TX

815K
Shares

$29.8 Million
16.8% of portfolio
Envestnet Asset Management Inc

233K
Shares

$8.51 Million
0.0% of portfolio
Kestra Advisory Services, LLC

215K
Shares

$7.85 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

175K
Shares

$6.4 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

153K
Shares

$5.61 Million
0.21% of portfolio

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About FIRST TR EX-TR VIII CBOE VEST

Ticker DMAR

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