Cary Street Partners Investment Advisory LLC JPMORGAN ACTIVE BOND ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025
Number of Shares
4,659
Previous 4,932 5.54%
Holding current value
$249 Million
Previous $258 Million 3.24%
% of portfolio
0.14%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-273 Reduced 5.54%
4,659 $249 Million
Q4 2024

Feb 14, 2025
BUY
N/A
4,932 New
4,932 $258 Million
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