Cary Street Partners Investment Advisory LLC JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025
Number of Shares
5,517
Previous 5,359 2.95%
Holding current value
$325 Million
Previous $322 Million 1.06%
% of portfolio
0.19%
Previous 0.21%

Shares

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

May 09, 2025
BUY
N/A
158 Added 2.95%
5,517 $325 Million
Q4 2024

Feb 14, 2025
BUY
N/A
5,359 New
5,359 $322 Million
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email