Cary Street Partners Investment Advisory LLC TCW FLEXIBLE INCOME ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Number of Shares
6,028
Previous 4,232 42.44%
Holding current value
$238 Million
Previous $166 Million 43.46%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Aug 13, 2025
BUY
N/A
1,796 Added 42.44%
6,028 $238 Million
Q1 2025

May 09, 2025
BUY
N/A
4,232 New
4,232 $166 Million
Q3 2024

Oct 30, 2024
BUY
N/A
104,520 Added 443.03%
128,112 $0
Q2 2024

Jul 22, 2024
BUY
N/A
23,592 New
23,592 $0
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