Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$42.25 - $46.34 $3,168 - $3,475	75 Added 84.27%	164 $6,000
Q2 2023 Aug 10, 2023	BUY	$44.95 - $47.58 $4,000 - $4,234	89 New	89 $4,000

Others Institutions Holding PBJ

# of Institutions

Shares Held

1.01M

Call Options Held

Put Options Held

Kingsview Wealth Management, LLC Grants Pass, OR

140K
Shares

$6.76 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

127K
Shares

$6.15 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

125K
Shares

$6.03 Million
0.0% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

79.1K
Shares

$3.82 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

59.8K
Shares

$2.88 Million
0.0% of portfolio

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