Cary Street Partners Investment Advisory LLC Cambria ETF Tr Tail Risk ETF Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$12.58 - $13.19 $144,670 - $151,685	11,500 New	11,500 $147,000
Q1 2022 May 16, 2022	SELL	$16.43 - $18.55 $188,945 - $213,325	-11,500 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$17.81 - $18.79 $204,814 - $216,085	11,500 New	11,500 $205,000

Others Institutions Holding TAIL

# of Institutions

Shares Held

1.6M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

430K
Shares

$5.01 Million
0.0% of portfolio
Soltis Investment Advisors LLC St. George, UT

154K
Shares

$1.8 Million
0.19% of portfolio
Brinker Capital Investments, LLC

140K
Shares

$1.63 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

120K
Shares

$1.4 Million
0.0% of portfolio
Professional Financial Advisors, LLC

115K
Shares

$1.34 Million
0.37% of portfolio

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