Stapp Wealth Management, Pllc Capitol Ser Tr Fairlead Tactic Transaction History

Stapp Wealth Management, Pllc

$43.1 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$22.29 - $24.25 $84,635 - $92,077	3,797 New	3,797 $85,000

Others Institutions Holding TACK

# of Institutions

37

Shares Held

9.27M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.62M
Shares

$78.9 Million
2.07% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$74.9 Million
10.19% of portfolio
Ubs Group Ag

1.99M
Shares

$59.9 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

713K
Shares

$21.5 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

335K
Shares

$10.1 Million
0.01% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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