Cary Street Partners Investment Advisory LLC Fidelity Nasdaq Composite Inde 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
Q2 2023 Aug 10, 2023	BUY	$46.32 - $54.1 $150,540 - $175,825	3,250 New	3,250 $175,000

Others Institutions Holding ONEQ

# of Institutions

315

Shares Held

15.7M

Call Options Held

1.3K

Put Options Held

500

Commonwealth Equity Services, LLC

1.12M
Shares

$84.2 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

939K
Shares

$70.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

764K
Shares

$57.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

561K
Shares

$42 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

526K
Shares

$39.4 Million
0.06% of portfolio

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