Cary Street Partners Investment Advisory LLC Innovator Growth 100 Power Buf Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$41.37 - $44.74 $1.69 Million - $1.83 Million	40,937 New	40,937 $1.74 Million

Others Institutions Holding NJUL

# of Institutions

106

Shares Held

3.1M

Call Options Held

Put Options Held

Round Table Services, LLC

483K
Shares

$30.9 Million
3.99% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

163K
Shares

$10.5 Million
0.02% of portfolio
Mai Capital Management

128K
Shares

$8.22 Million
0.08% of portfolio
High Tower Advisors, LLC Chicago, IL

115K
Shares

$7.34 Million
0.01% of portfolio
Personal Cfo Solutions, LLC

110K
Shares

$7.03 Million
0.95% of portfolio

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About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

More about NJUL

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