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Cary Street Partners Asset Management

Latest statistics and disclosures from Cary Street Partners Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are TACK, VTV, NBOS, SPYG, FLXR, and represent 24.38% of Cary Street Partners Asset Management's stock portfolio.
Added to shares of these 10 stocks: MDYG (+$11M), FLXR (+$9.2M), Te Connectivity, SPLG, SPSM, JEPI, VTV, EFV, JPIE, JEPQ.
Started 17 new stock positions in GNR, IBTI, MDYG, XLI, IBTH, FRSH, Te Connectivity, FDIS, IBTJ, TLT. American Legacy Iii B Share, EWC, MU, NEM, Lam Research, FTEC, GBDC.
Reduced shares in these 10 stocks: , KVUE, BSV, LRCX, WBND, BA, TLH, RSPT, VUG, PRU.
Sold out of its positions in AVGO, RSPT, MCHI, NEAR, BBJP, LRCX, WBND, TSM, BSV, VGK. TEL.
Cary Street Partners Asset Management was a net buyer of stock by $44M.
Cary Street Partners Asset Management has $759M in assets under management (AUM), dropping by 11.43%.
Central Index Key (CIK): 0001845445

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Portfolio Holdings for Cary Street Partners Asset Management

Cary Street Partners Asset Management holds 209 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fairlead Tactical Sector ETF Etf (TACK)	9.2	$70M		2.5M	28.13	View chart
Vanguard Value Etf Etf (VTV)	4.7	$36M	+5%	204k	174.57	View chart
Neuberger Berman Option Strategy Etf Etf (NBOS)	3.9	$30M		1.1M	26.35	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.5	$27M	+4%	319k	82.94	View chart
Tcw Flexible Income Etf Etf (FLXR)	3.1	$23M	+64%	589k	39.81	View chart
Vanguard Growth Etf Etf (VUG)	2.8	$21M	-2%	54k	383.93	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	2.5	$19M	+11%	323k	59.51	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	2.3	$18M		213k	83.33	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	2.2	$17M	+15%	367k	45.51	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	2.1	$16M	+20%	241k	67.51	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	2.1	$16M	+5%	538k	29.68	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	1.7	$13M	+6%	257k	50.74	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	1.6	$12M	-2%	128k	96.52	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	1.6	$12M	+16%	224k	54.93	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.6	$12M	+9%	94k	125.31	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.5	$11M	+6%	270k	41.19	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	1.5	$11M	NEW	126k	87.74	View chart
Microsoft Corp Stock (MSFT)	1.4	$11M	-2%	25k	430.29	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	1.4	$11M	-2%	371k	29.07	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.2	$9.4M	+24%	163k	57.53	View chart
Jpmorgan Income Etf Etf (JPIE)	1.1	$8.5M	+26%	184k	46.39	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	1.1	$8.5M	+8%	170k	50.22	View chart
Apple Stock (AAPL)	1.1	$8.4M	-3%	36k	233.00	View chart
Lowes Cos Stock (LOW)	1.0	$7.9M		29k	270.85	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	1.0	$7.6M	+10%	138k	54.68	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$7.0M		42k	167.19	View chart
Merck & Co Stock (MRK)	0.9	$6.9M		61k	113.56	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$6.5M		31k	210.86	View chart
Johnson & Johnson Stock (JNJ)	0.9	$6.5M		40k	162.06	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$6.4M	-3%	11k	573.76	View chart
Sysco Corp Stock (SYY)	0.8	$6.1M		79k	78.06	View chart
Johnson Ctls Intl Stock (JCI)	0.8	$6.1M		79k	77.61	View chart
Qualcomm Stock (QCOM)	0.8	$5.9M		35k	170.05	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.7	$5.6M	+41%	150k	37.56	View chart
iShares U.S. Technology ETF Etf (IYW)	0.7	$5.5M	-7%	36k	151.62	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.7	$5.2M	+8%	15k	353.48	View chart
Citizens Finl Group Stock (CFG)	0.7	$5.1M	-2%	124k	41.07	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$5.0M	+49%	47k	107.65	View chart
Te Connectivity Plc Ord Stock	0.7	$4.9M	NEW	33k	150.99	View chart
Abbvie Stock (ABBV)	0.6	$4.9M		25k	197.48	View chart
Amazon Stock (AMZN)	0.6	$4.6M	+18%	25k	186.33	View chart
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.6	$4.6M		204k	22.53	View chart
Halliburton Stock (HAL)	0.6	$4.6M	+56%	157k	29.05	View chart
Lincoln Elec Hldgs Stock (LECO)	0.6	$4.5M		24k	192.02	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$4.4M		7.8k	572.40	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.6	$4.3M	+55%	71k	61.14	View chart
Fiserv Stock (FI)	0.5	$4.1M	-2%	23k	179.65	View chart
Fedex Corp Stock (FDX)	0.5	$3.9M		14k	273.68	View chart
Unilever Adr (UL)	0.5	$3.8M		59k	64.96	View chart
Rtx Corporation Stock (RTX)	0.5	$3.8M		31k	121.16	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.5	$3.7M		79k	46.65	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.5	$3.7M	+39%	32k	114.63	View chart
Phillips 66 Stock (PSX)	0.5	$3.6M		28k	131.45	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.5	$3.6M	+55%	109k	33.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$3.5M	+6%	5.7k	618.54	View chart
Cisco Sys Stock (CSCO)	0.5	$3.5M		66k	53.22	View chart
American Tower Corp Reit (AMT)	0.5	$3.5M		15k	232.56	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$3.5M	+9%	41k	84.53	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.4	$3.4M	+69%	114k	29.41	View chart
Nvidia Corporation Stock (NVDA)	0.4	$3.3M		27k	121.44	View chart
Adobe Stock (ADBE)	0.4	$3.2M		6.2k	517.76	View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB)	0.4	$3.1M		63k	48.95	View chart
Devon Energy Corp Stock (DVN)	0.4	$3.0M	-3%	77k	39.12	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.4	$3.0M	-2%	18k	162.76	View chart
Shell Plc Spon Ads Adr (SHEL)	0.4	$3.0M	-8%	45k	65.95	View chart
Everest Group Stock (EG)	0.4	$3.0M		7.5k	391.80	View chart
Nxp Semiconductors N V Stock (NXPI)	0.4	$2.9M	-3%	12k	240.01	View chart
Tjx Cos Stock (TJX)	0.4	$2.9M	-2%	24k	117.54	View chart
Disney Walt Stock (DIS)	0.4	$2.8M	+11%	29k	96.19	View chart
The Cigna Group Stock (CI)	0.4	$2.8M	-11%	8.2k	346.46	View chart
Goldman Sachs Group Stock (GS)	0.4	$2.7M	-2%	5.4k	495.06	View chart
Morgan Stanley Stock (MS)	0.3	$2.6M		25k	104.24	View chart
Becton Dickinson & Co Stock (BDX)	0.3	$2.6M		11k	241.10	View chart
Huntington Bancshares Stock (HBAN)	0.3	$2.6M		177k	14.70	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.3	$2.6M	-2%	42k	62.06	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$2.6M	-4%	19k	136.34	View chart
Target Corp Stock (TGT)	0.3	$2.5M	+19%	16k	155.86	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.3	$2.5M	-31%	23k	109.33	View chart
International Business Machs Stock (IBM)	0.3	$2.4M	-5%	11k	221.07	View chart
Medtronic Stock (MDT)	0.3	$2.4M		27k	90.03	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.3	$2.3M	+8%	9.3k	248.59	View chart
Abbott Labs Stock (ABT)	0.3	$2.3M		20k	114.01	View chart
Stryker Corporation Stock (SYK)	0.3	$2.3M		6.4k	361.25	View chart
Prudential Finl Stock (PRU)	0.3	$2.3M	-18%	19k	121.10	View chart
Willis Towers Watson Stock (WTW)	0.3	$2.2M	-4%	7.5k	294.53	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.3	$2.2M	+12%	30k	73.42	View chart
Toyota Motor Corp Ads Adr (TM)	0.3	$2.2M		12k	178.57	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.3	$2.1M		12k	187.41	View chart
Akamai Technologies Stock (AKAM)	0.3	$2.1M	+14%	21k	100.95	View chart
Marsh & Mclennan Cos Stock (MMC)	0.3	$2.1M	-2%	9.2k	223.09	View chart
Advanced Micro Devices Stock (AMD)	0.3	$2.0M	+21%	12k	164.07	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.3	$2.0M	-2%	23k	86.06	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.3	$1.9M	+25%	25k	78.37	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.3	$1.9M		20k	95.90	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$1.8M	+7%	10k	179.16	View chart
Lam Research Corp Stock	0.2	$1.7M	NEW	2.1k	816.23	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$1.6M		29k	53.69	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$1.6M	+11%	6.6k	237.21	View chart
Ulta Beauty Stock (ULTA)	0.2	$1.5M	+7%	3.9k	389.13	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$1.5M	+5%	6.3k	243.47	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$1.5M		62k	24.30	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$1.4M		63k	22.09	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.2	$1.4M	+36%	14k	94.61	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$1.3M		26k	52.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$1.3M	+25%	18k	75.11	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$1.3M	+13%	54k	24.05	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.2	$1.3M	+13%	26k	48.65	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$1.3M	+7%	6.4k	195.38	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.2	$1.2M	-4%	49k	25.10	View chart
Colgate Palmolive Stock (CL)	0.2	$1.2M		11k	103.81	View chart
Silvercrest Asset Mgmt Group I Cl A Stock (SAMG)	0.2	$1.2M		68k	17.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$1.2M		2.5k	460.26	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.1	$1.1M	-22%	44k	25.21	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.1	$1.1M		56k	19.25	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.1M	+60%	18k	61.11	View chart
Micron Technology Stock (MU)	0.1	$1.1M	NEW	10k	103.71	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.1M	+2%	4.1k	263.81	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.0M	-2%	5.6k	184.85	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$1.0M		14k	72.63	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$924k	NEW	5.3k	174.50	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$898k	-3%	8.6k	104.18	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$886k	+13%	8.2k	107.95	View chart
Ecolab Stock (ECL)	0.1	$870k		3.4k	255.33	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$866k	+77%	17k	50.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$840k	-4%	10k	83.63	View chart
American Express Stock (AXP)	0.1	$834k		3.1k	271.18	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$832k	+8%	18k	47.21	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$819k		7.0k	117.21	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.1	$810k	+3%	17k	46.52	View chart
Visa Inc Com Cl A Stock (V)	0.1	$783k	-4%	2.8k	274.95	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$745k	-4%	16k	45.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$719k		1.9k	375.38	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$708k	+75%	1.2k	576.71	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$679k		28k	24.37	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$673k		1.1k	586.54	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$613k		4.3k	142.04	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$609k		2.3k	267.37	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$596k		7.5k	79.42	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$595k	-4%	3.6k	165.84	View chart
Mcdonalds Corp Stock (MCD)	0.1	$590k		1.9k	304.52	View chart
Coca Cola Stock (KO)	0.1	$569k	+4%	7.9k	71.86	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.1	$554k	-13%	6.3k	87.80	View chart
Novartis Adr (NVS)	0.1	$551k	-10%	4.8k	115.02	View chart
Bank America Corp Stock (BAC)	0.1	$547k	-7%	14k	39.68	View chart
Pfizer Stock (PFE)	0.1	$546k	+7%	19k	28.94	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$530k		10k	52.81	View chart
Avery Dennison Corp Stock (AVY)	0.1	$518k		2.3k	220.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$513k	-5%	2.7k	189.80	View chart
Chevron Corp Stock (CVX)	0.1	$504k	+2%	3.4k	147.27	View chart
Oracle Corp Stock (ORCL)	0.1	$499k	-2%	2.9k	170.40	View chart
Trane Technologies Stock (TT)	0.1	$496k	-14%	1.3k	388.73	View chart
Texas Instrs Stock (TXN)	0.1	$485k	-2%	2.3k	206.57	View chart
Procter And Gamble Stock (PG)	0.1	$485k		2.8k	173.17	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$481k		973.00	493.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$475k	-6%	1.7k	283.16	View chart
Apollo Global Mgmt Stock (APO)	0.1	$470k		3.8k	124.91	View chart
Unitedhealth Group Stock (UNH)	0.1	$470k	+4%	803.00	584.70	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$464k		2.2k	207.60	View chart
Nestle S A Adr (NSRGY)	0.1	$459k	-12%	4.6k	100.67	View chart
Pepsico Stock (PEP)	0.1	$447k		2.6k	170.05	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$440k		5.4k	82.30	View chart
Diageo Adr (DEO)	0.1	$440k		3.1k	140.36	View chart
Parker-hannifin Corp Stock (PH)	0.1	$420k	-16%	665.00	631.82	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$403k		4.1k	98.16	View chart
Danaher Corporation Stock (DHR)	0.1	$401k	-4%	1.4k	278.02	View chart
3M Stock (MMM)	0.1	$393k	-3%	2.9k	136.70	View chart
Intercontinental Exchange Stock (ICE)	0.1	$392k	+6%	2.4k	160.64	View chart
Costco Whsl Corp Stock (COST)	0.1	$389k	+2%	438.00	887.07	View chart
Union Pac Corp Stock (UNP)	0.0	$378k	+3%	1.5k	246.48	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$363k		4.9k	73.67	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$363k		1.1k	321.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$358k	-8%	8.6k	41.77	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$357k	-13%	5.1k	70.06	View chart
Toast Inc Cl A Stock (TOST)	0.0	$353k	-19%	13k	28.31	View chart
L3harris Technologies Stock (LHX)	0.0	$348k	+4%	1.5k	237.87	View chart
Verizon Communications Stock (VZ)	0.0	$343k	+3%	7.6k	44.91	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$330k	+53%	6.3k	52.23	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$329k	-7%	1.5k	220.89	View chart
Kenvue Stock (KVUE)	0.0	$327k	-90%	14k	23.13	View chart
Us Bancorp Del Stock (USB)	0.0	$316k	-2%	6.9k	45.73	View chart
S&p Global Stock (SPGI)	0.0	$302k	+8%	585.00	516.62	View chart
Industrial Select Sector SPDR Fund Etf (XLI)	0.0	$299k	NEW	2.2k	135.44	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$297k	NEW	3.0k	98.10	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$295k	NEW	13k	22.64	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$294k	NEW	13k	22.51	View chart
Linde Stock (LIN)	0.0	$279k	-2%	585.00	476.86	View chart
Emerson Elec Stock (EMR)	0.0	$273k	-5%	2.5k	109.37	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$272k	NEW	3.1k	88.44	View chart
Analog Devices Stock (ADI)	0.0	$259k		1.1k	230.17	View chart
Intel Corp Stock (INTC)	0.0	$256k		11k	23.46	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$253k	-21%	19k	13.65	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$252k	NEW	11k	22.11	View chart
General Dynamics Corp Stock (GD)	0.0	$252k	-2%	833.00	302.20	View chart
Boeing Stock (BA)	0.0	$247k	-83%	1.6k	152.04	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.0	$235k	NEW	4.1k	57.67	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.0	$229k		9.5k	24.00	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$226k	-23%	3.6k	63.00	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$224k	NEW	5.4k	41.52	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$217k		5.2k	41.49	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$212k	-6%	254.00	833.25	View chart
Newmont Corp Stock (NEM)	0.0	$210k	NEW	3.9k	53.45	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$207k	-31%	1.6k	131.52	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.0	$205k	-8%	7.9k	26.10	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$203k		2.2k	91.81	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$202k	-14%	1.4k	142.24	View chart
Freshworks Inc Class A Stock (FRSH)	0.0	$166k	NEW	14k	11.48	View chart
Golub Cap Bdc Cef (GBDC)	0.0	$151k	NEW	10k	15.11	View chart
Neuberger Berman Energy Infra Cef (NML)	0.0	$82k		10k	8.20	View chart
American Legacy Iii B Share Stock	0.0	$49k	NEW	49k	1.00	View chart

Past Filings by Cary Street Partners Asset Management

SEC 13F filings are viewable for Cary Street Partners Asset Management going back to 2020

Cary Street Partners Asset Management 2024 Q3 filed Oct. 30, 2024
Cary Street Partners Asset Management 2024 Q2 filed July 22, 2024
Cary Street Partners Asset Management 2024 Q1 filed April 30, 2024
Cary Street Partners Asset Management 2023 Q4 filed Feb. 5, 2024
Cary Street Partners Asset Management 2023 Q3 filed Nov. 13, 2023
Cary Street Partners Asset Management 2023 Q2 filed Aug. 10, 2023
Cary Street Partners Asset Management 2023 Q1 filed May 12, 2023
Cary Street Partners Asset Management 2022 Q4 filed Feb. 14, 2023
Cary Street Partners Asset Management 2022 Q3 filed Nov. 14, 2022
Cary Street Partners Asset Management 2022 Q2 filed Aug. 15, 2022
Cary Street Partners Asset Management 2022 Q1 filed May 16, 2022
Cary Street Partners Asset Management 2021 Q4 filed Feb. 14, 2022
Cary Street Partners Asset Management 2021 Q3 filed Nov. 15, 2021
Cary Street Partners Asset Management 2021 Q2 filed Aug. 16, 2021
Cary Street Partners Asset Management 2021 Q1 filed May 17, 2021
Cary Street Partners Asset Management 2020 Q4 filed Feb. 11, 2021

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