Pathstone Family Office, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$37.3 - $42.68 $11,190 - $12,804	-300 Closed	0 $0
Q1 2020 Jun 11, 2020	BUY	$31.08 - $44.66 $9,324 - $13,397	300 New	300 $12,000

Others Institutions Holding PSK

# of Institutions

184

Shares Held

13.7M

Call Options Held

6.1K

Put Options Held

3.1K

Morgan Stanley New York, NY

1.37M
Shares

$43.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

987K
Shares

$31.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

958K
Shares

$30.6 Million
0.01% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$26.9 Million
17.57% of portfolio
Cno Financial Group, Inc.

700K
Shares

$22.4 Million
18.96% of portfolio

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