Nbz Investment Advisors LLC Capitol Ser Tr Fairlead Tactic Transaction History
Nbz Investment Advisors LLC
- $174 Billion
- Q1 2025
A detailed history of Nbz Investment Advisors LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 276,498 shares of TACK stock, worth $7.49 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
276,498
Previous 254,436
8.67%
Holding current value
$7.49 Million
Previous $6.96 Billion
8.04%
% of portfolio
4.33%
Previous 3.88%
Shares
2 transactions
Others Institutions Holding TACK
# of Institutions
35Shares Held
8.36MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.61MShares$70.7 Million2.25% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$67.4 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$36 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO551KShares$14.9 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$8.84 Million0.02% of portfolio