Institutional Ownership Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
8,480
shares
|
$228,366
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,161
shares
|
$219,775
0.0% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
7,908
shares
|
$212,962
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,900
shares
|
$105,027
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,867
shares
|
$104,138
0.0% of portfolio
|
Q4 2024
Added 149.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,076
shares
|
$82,836
0.0% of portfolio
|
Q4 2024
Reduced 38.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,510
shares
|
$40,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
728
shares
|
$19,605
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
284
shares
|
$7,648
0.0% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$1,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
7
shares
|
$188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|