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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 3/31/24 — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
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4/30/24 | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F — | 6 | |||||||
11/8/23 | D | Registration: | Notices of Exempt Offerings of Securities — Form D | 16 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4/30/24 | 3/31/24 | 697 | of | 2,279 | $1,950,845 |
| Cary Street Partners Investment Advisory LLC [ formerly Cary Street Partner Investment Advisory LLC ] |
Year | # of Filings | |
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2024 | 3 | |
2023 | 6 | |
2022 | 3 | |
2021 | 1 | |
2020 | 1 | |
2019 | 3 | |
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2017 | 2 | |
2016 | 1 | |
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2014 | 1 | |
2013 | 1 | |
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2009 | 1 |