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

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Number of Shares
6,303
Previous 5,517 14.25%
Holding current value
$406 Million
Previous $325 Million 24.71%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Aug 13, 2025
BUY
N/A
786 Added 14.25%
6,303 $406 Million
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
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