Cary Street Partners Financial LLC Capitol Ser Tr Fairlead Tactic Put Options Transaction History

Cary Street Partners Financial LLC

$3.16 Trillion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

33

Shares Held

8.34M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$70.9 Million
10.19% of portfolio
Ubs Group Ag

1.31M
Shares

$37.3 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

546K
Shares

$15.6 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$9.31 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

305K
Shares

$8.7 Million
0.01% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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