CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Q4 2023 13F Combination Report, Restatement, Options Holdings

Signature - Title
Jessica Thompson - Chief Compliance Officer
Location
Richmond, VA
Options holdings as of
31 Dec 2023
Notional value
$0
Number of holdings
0
Filing time
07 Feb 2024, 15:47:15 UTC
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q3 2023 - 13 Nov 2023
Next filing
Q1 2024 - 30 Apr 2024
Stock holdings
Showing options holdings, see here for stock holdings

CARY STREET PARTNERS INVESTMENT ADVISORY LLC didn't report any options holdings as of Q4 2023. Check stock holdings.

Filing 2023 Q4 - Restatement compared to 2023 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jessica Thompson Chief Compliance Officer Richmond, Virginia 07 Feb 2024

List of Other Managers Reporting for CARY STREET PARTNERS INVESTMENT ADVISORY LLC:

Name Holdings Value Location File Number
CARY STREET PARTNERS ASSET MANAGEMENT LLC Richmond, VA 028-20685

Other Included Managers (20):

Num Name Location File Number
1 CARY STREET PARTNERS FINANCIAL LLC Richmond, VA
10 CARY STREET PARTNERS ASSET MANAGEMENT LLC Richmond, VA
115 Aristotle CM
120 Janus Henderson
130 Atlanta Capital Management
137 Berkshire AM
150 Capital Group
187 Copeland CM
207 Dearborn
260 Goldman Sachs AM
265 GW Henssler
295 MadisonInvest
297 Neuberger
308 Nuveen AM
314 Parametric
350 Salomon Ludwin
360 Schafer Cullen
371 Suncoast Eq Mgmt
422 Gardner Russo
440 Wilbanks, Smith