Cary Street Partners Investment Advisory LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025
Number of Shares
400
Previous 896 55.36%
Holding current value
$23.9 Million
Previous $55.6 Million 57.06%
% of portfolio
0.01%
Previous 0.04%

Shares

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

May 09, 2025
SELL
N/A
-496 Reduced 55.36%
400 $23.9 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-158,615 Reduced 99.44%
896 $55.6 Million
Q3 2024

Oct 30, 2024
BUY
N/A
35,368 Added 28.49%
159,511 $0
Q2 2024

Jul 22, 2024
BUY
N/A
35,180 Added 39.54%
124,143 $0
Q1 2024

Apr 30, 2024
BUY
N/A
10,949 Added 14.03%
88,963 $0
Q4 2023

Feb 07, 2024
BUY
N/A
78,014 New
78,014 $0
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