Cary Street Partners Investment Advisory LLC Goldman Sachs ETF Tr Activebet Transaction History

Cary Street Partners Investment Advisory LLC

$2.42 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$80.19 - $87.3 $118,280 - $128,767	1,475 Added 1657.3%	1,564 $136,000
Q4 2022 Feb 14, 2023	BUY	$71.15 - $81.12 $6,332 - $7,219	89 New	89 $6,000

Others Institutions Holding GSLC

# of Institutions

515

Shares Held

102M

Call Options Held

2.8K

Put Options Held

300

Wells Fargo & Company San Francisco, CA

28.2M
Shares

$3.16 Billion
0.74% of portfolio
Northwestern Mutual Wealth Management CO

7.32M
Shares

$819 Million
0.77% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$629 Million
0.05% of portfolio
Betterment LLC New York, NY

5.1M
Shares

$571 Million
1.41% of portfolio
Signature Estate & Investment Advisors LLC

4.2M
Shares

$471 Million
11.3% of portfolio

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