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

3.32M

Call Options Held

Put Options Held

State Street Corp Boston, MA

529K
Shares

$19.4 Million
0.0% of portfolio
Family Firm, Inc.

331K
Shares

$12.2 Million
1.43% of portfolio
Hantz Financial Services, Inc.

269K
Shares

$9.88 Million
0.19% of portfolio
Gen Trust, LLC

262K
Shares

$9.62 Million
0.52% of portfolio
Lbj Family Wealth Advisors, Ltd.

235K
Shares

$8.63 Million
5.62% of portfolio

View Full List

About SPDR SER TR FTSE INTL GOVT INF

Ticker WIP
Sector ETFs
Industry ETFs

More about WIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account