Ownership history in CARY STREET PARTNERS ASSET MANAGEMENT LLC · 3 quarters on record
This page tracks every 13F SEC filing in which CARY STREET PARTNERS ASSET MANAGEMENT LLC reported a position in NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 1,119,473 | +16,694 | +1.5% | 3.89% | $29.5M | $23.33 |
| 2024 Q2 | REDUCED | 1,102,779 | -314,568 | -22.2% | 4.26% | $29.0M | $22.80 |
| 2024 Q1 | INITIATED | 1,417,347 | — | — | 5.72% | $36.9M | — |
As of 2025 Q4 — sorted by position size