Cary Street Partners Financial LLC Capitol Ser Tr Fairlead Tactic Transaction History
Cary Street Partners Financial LLC
- $3.85 Trillion
- Q3 2025
A detailed history of Cary Street Partners Financial LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 2,625,513 shares of TACK stock, worth $77.7 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
2,625,513
Previous 2,618,251
0.28%
Holding current value
$77.7 Million
Previous $73.9 Billion
6.61%
% of portfolio
2.04%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
41Shares Held
9.84MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$73.6 Million10.19% of portfolio
-
Ubs Group Ag1.98MShares$58.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO717KShares$21.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS331KShares$9.79 Million0.01% of portfolio
-
Nbz Investment Advisors LLC Knoxville, TN295KShares$8.73 Million4.61% of portfolio