Cary Street Partners Investment Advisory LLC Invesco ETF Tr Ii Kbw Premium Transaction History

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$19.29 - $21.14 $30,671 - $33,612	1,590 New	1,590 $30,000
Q4 2020 Feb 12, 2021	SELL	N/A	-2,635 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	N/A	2,635 New	2,635 $46,000

Others Institutions Holding KBWY

# of Institutions

Shares Held

1.91M

Call Options Held

5.6K

Put Options Held

1.9K

Lpl Financial LLC Fort Mill, SC

473K
Shares

$8.45 Million
0.0% of portfolio
Tap Consulting, LLC

307K
Shares

$5.48 Million
1.24% of portfolio
Morgan Stanley New York, NY

191K
Shares

$3.42 Million
0.0% of portfolio
Strategies Wealth Advisors, LLC Grand Rapids, MI

130K
Shares

$2.32 Million
0.36% of portfolio
Bank Of America Corp Charlotte, NC

85.6K
Shares

$1.53 Million
0.0% of portfolio

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