Cary Street Partners Investment Advisory LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$38.64 - $42.65 $7,728 - $8,530	-200 Reduced 75.47%	65 $2,000
Q2 2023 Aug 10, 2023	BUY	$40.57 - $43.22 $8,114 - $8,644	200 Added 307.69%	265 $11,000
Q4 2022 Feb 14, 2023	BUY	$37.24 - $43.4 $2,420 - $2,821	65 New	65 $2,000

Others Institutions Holding WIP

# of Institutions

Shares Held

4.28M

Call Options Held

Put Options Held

State Street Corp Boston, MA

1.62M
Shares

$61.4 Million
0.0% of portfolio
Family Firm, Inc.

331K
Shares

$12.6 Million
1.43% of portfolio
Hantz Financial Services, Inc.

273K
Shares

$10.4 Million
0.2% of portfolio
Gen Trust, LLC

252K
Shares

$9.59 Million
0.53% of portfolio
Lbj Family Wealth Advisors, Ltd.

235K
Shares

$8.91 Million
5.62% of portfolio

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