Cary Street Partners Investment Advisory LLC Legg Mason ETF Invt Tr Westn A Transaction History

Cary Street Partners Investment Advisory LLC

$207 Billion
Q2 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$19.41 - $20.17 $209,589 - $217,795	10,798 Added 36.3%	40,545 $808,000
Q1 2024 Apr 30, 2024	BUY	$19.89 - $20.57 $214,195 - $221,518	10,769 Added 56.74%	29,747 $599,000
Q4 2023 Feb 07, 2024	BUY	$18.73 - $20.72 $355,457 - $393,224	18,978 New	18,978 $392,000
Q3 2023 Nov 13, 2023	BUY	$19.28 - $20.57 $321,204 - $342,696	16,660 Added 2453.61%	17,339 $336,000
Q4 2022 Feb 14, 2023	BUY	$18.66 - $20.75 $12,670 - $14,089	679 New	679 $13,000

Others Institutions Holding WBND

# of Institutions

Shares Held

466K

Call Options Held

Put Options Held

Allworth Financial LP

162K
Shares

$3.28 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

161K
Shares

$3.24 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

59.5K
Shares

$1.2 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

49.8K
Shares

$1.01 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

36.1K
Shares

$728,250
0.0% of portfolio

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