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

$9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

649K
Shares

$7.43 Million
0.0% of portfolio
Gradient Investments LLC

568K
Shares

$6.51 Million
0.18% of portfolio
Morgan Stanley New York, NY

462K
Shares

$5.29 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

401K
Shares

$4.59 Million
0.02% of portfolio

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About VANECK ETF TR MTG REIT INCOME

Ticker MORT
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