Cary Street Partners Investment Advisory LLC Ishares Tr Exponential Technol 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 2022 Feb 14, 2023	BUY	$43.76 - $51.48 $8,752 - $10,296	200 New	200 $9,000
Q4 2020 Feb 12, 2021	SELL	$47.8 - $57.26 $37,379 - $44,777	-782 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$44.68 - $50.55 $34,939 - $39,530	782 New	782 $38,000

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.09 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.9 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.7 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.2 Million
0.01% of portfolio

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