Cary Street Partners Investment Advisory LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$10.18 - $13.09 $18,324 - $23,562	1,800 New	1,800 $21,000
Q4 2020 Feb 12, 2021	SELL	$13.41 - $17.13 $24,138 - $30,834	-1,800 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$12.27 - $14.48 $22,086 - $26,064	1,800 New	1,800 $25,000

Others Institutions Holding MORT

# of Institutions

Shares Held

4.97M

Call Options Held

10.9K

Put Options Held

5.8K

Lpl Financial LLC Fort Mill, SC

786K
Shares

$8.54 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

649K
Shares

$7.05 Million
0.0% of portfolio
Gradient Investments LLC

568K
Shares

$6.17 Million
0.18% of portfolio
Morgan Stanley New York, NY

462K
Shares

$5.02 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

401K
Shares

$4.35 Million
0.02% of portfolio

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account