Cary Street Partners Investment Advisory LLC Pacer Fds Tr Benchmark Data & Call Options Transaction History

Cary Street Partners Investment Advisory LLC

$173 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SRVR

# of Institutions

121

Shares Held

8.35M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.91M
Shares

$94.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.26M
Shares

$40.6 Million
0.03% of portfolio
Morgan Stanley New York, NY

649K
Shares

$21 Million
0.0% of portfolio
Ubs Group Ag

448K
Shares

$14.5 Million
0.0% of portfolio
Foster & Motley Inc Cincinnati, OH

366K
Shares

$11.8 Million
0.68% of portfolio

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