Cary Street Partners Investment Advisory LLC First Tr ETF Fd Viii Cboe Vest 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
Q4 2022 Feb 14, 2023	BUY	$15.74 - $18.27 $15,740 - $18,270	1,000 New	1,000 $17,000

Others Institutions Holding YSEP

# of Institutions

Shares Held

1.8M

Call Options Held

Put Options Held

Raymond James Financial Inc St. Petersburg, FL

237K
Shares

$5.33 Million
0.0% of portfolio
Lm Advisors LLC San Diego, CA

203K
Shares

$4.57 Million
0.94% of portfolio
Commonwealth Equity Services, LLC

179K
Shares

$4.03 Million
0.01% of portfolio
Clear Creek Financial Management, LLC

133K
Shares

$2.98 Million
0.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

121K
Shares

$2.73 Million
0.0% of portfolio

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