Cary Street Partners Investment Advisory LLC First Tr Nasdaq Clean Edge Gre 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
Q2 2023 Aug 10, 2023	BUY	$43.56 - $52.25 $10,890 - $13,062	250 Added 39.68%	880 $45,000
Q4 2022 Feb 14, 2023	BUY	$45.71 - $60.75 $28,797 - $38,272	630 New	630 $29,000

Others Institutions Holding QCLN

# of Institutions

207

Shares Held

5.11M

Call Options Held

6.6K

Put Options Held

5.4K

Morgan Stanley New York, NY

466K
Shares

$16.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

356K
Shares

$12.3 Million
0.01% of portfolio
Cibc Private Wealth Group, LLC

343K
Shares

$11.8 Million
0.02% of portfolio
Ubs Group Ag

258K
Shares

$8.91 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$7.79 Million
0.55% of portfolio

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