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

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$29.64 - $33.22 $3,586 - $4,019	-121 Reduced 0.76%	15,771 $467,000
Q2 2022 Aug 15, 2022	BUY	$29.71 - $34.31 $472,151 - $545,254	15,892 New	15,892 $484,000

Others Institutions Holding FDEC

# of Institutions

121

Shares Held

5.62M

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

849K
Shares

$37.8 Million
1.07% of portfolio
Sigma Planning Corp Ann Arbor, MI

425K
Shares

$18.9 Million
0.58% of portfolio
Cwm, LLC

338K
Shares

$15 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

304K
Shares

$13.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

257K
Shares

$11.4 Million
0.02% of portfolio

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About FIRST TR EX TR FD VIII FT CBOE

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