Cary Street Partners Investment Advisory LLC Vaneck Short High Yield Muni E 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
Q4 2022 Feb 14, 2023	BUY	$21.49 - $22.6 $5,157 - $5,424	240 New	240 $5,000
Q2 2022 Aug 15, 2022	BUY	$21.99 - $23.31 $160,197 - $169,813	7,285 New	7,285 $164,000

Others Institutions Holding SHYD

# of Institutions

123

Shares Held

8.95M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.41M
Shares

$31.9 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.36M
Shares

$30.8 Million
0.07% of portfolio
Morgan Stanley New York, NY

902K
Shares

$20.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$16.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$9.3 Million
0.0% of portfolio

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