Cary Street Partners Investment Advisory LLC AEGON LTD AMER REG 1 CERT Transaction History

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Number of Shares
905
Previous 625 44.8%
Holding current value
$6.55 Million
Previous $4.12 Million 59.07%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
280 Added 44.8%
905 $6.55 Million
Q1 2025

May 09, 2025
BUY
N/A
524 Added 518.81%
625 $4.12 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-34,699 Reduced 99.71%
101 $595,000
Q3 2024

Oct 30, 2024
BUY
N/A
308 Added 0.89%
34,800 $0
Q2 2024

Jul 22, 2024
BUY
N/A
107 Added 0.31%
34,492 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-512 Reduced 1.47%
34,385 $0
Q4 2023

Feb 07, 2024
BUY
N/A
34,897 New
34,897 $0
Q3 2023

Nov 13, 2023
BUY
N/A
39,752 New
39,752 $0
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