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	$41.42 - $140.41 $12,218 - $41,420	295 Added 159.46%	480 $20,000
Q2 2023 Aug 10, 2023	BUY	$109.08 - $136.79 $20,179 - $25,306	185 New	185 $25,000

Others Institutions Holding PSI

# of Institutions

139

Shares Held

3.85M

Call Options Held

5.1K

Put Options Held

1.7K

Lpl Financial LLC Fort Mill, SC

559K
Shares

$31.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

291K
Shares

$16.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

279K
Shares

$15.7 Million
0.0% of portfolio
Ubs Group Ag

210K
Shares

$11.8 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

193K
Shares

$10.9 Million
0.03% of portfolio

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