Cary Street Partners Investment Advisory LLC Innovator 20+ Year Treasury Bo Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$20.0 - $20.86 $20,000 - $20,860	1,000 New	1,000 $20,000

Others Institutions Holding TBJL

# of Institutions

Shares Held

552K

Call Options Held

Put Options Held

Innova Wealth Partners

88.6K
Shares

$1.74 Million
1.67% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

88.6K
Shares

$1.74 Million
1.67% of portfolio
Diligent Investors, LLC

82.4K
Shares

$1.62 Million
0.44% of portfolio
Townsquare Capital LLC

58.9K
Shares

$1.16 Million
0.02% of portfolio
Altfest L J & CO Inc

51.9K
Shares

$1.02 Million
0.14% of portfolio

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