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

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

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