Cary Street Partners Investment Advisory LLC First Tr Fd Dow Jones Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.42 Billion
  • Q2 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$156.69 - $174.63 $4,700 - $5,238
-30 Reduced 5.64%
502 $80,000
Q2 2023

Aug 10, 2023
SELL
$137.79 - $164.55 $2,066 - $2,468
-15 Reduced 2.74%
532 $86,000
Q1 2023

May 12, 2023
SELL
$121.41 - $153.27 $18,818 - $23,756
-155 Reduced 22.08%
547 $80,000
Q4 2022

Feb 14, 2023
BUY
$116.11 - $135.9 $81,509 - $95,401
702 New
702 $86,000
Q1 2021

May 17, 2021
SELL
$206.49 - $243.18 $243,658 - $286,952
-1,180 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$186.35 - $219.82 $20,312 - $23,960
109 Added 10.18%
1,180 $250,000
Q3 2020

Nov 12, 2020
BUY
$174.48 - $206.48 $186,868 - $221,140
1,071 New
1,071 $202,000

Others Institutions Holding FDN

# of Institutions
537
Shares Held
15.9M
Call Options Held
96.2K
Put Options Held
26.7K
View Full List

About FIRST TR FD DOW JONES

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