Nbz Investment Advisors LLC Capitol Ser Tr Fairlead Tactic Transaction History
Nbz Investment Advisors LLC
- $192 Billion
- Q3 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 294,838 shares of TACK stock, worth $8.73 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
294,838
Previous 277,686
6.18%
Holding current value
$8.73 Million
Previous $7.84 Billion
12.88%
% of portfolio
4.61%
Previous 4.46%
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
41Shares Held
9.84MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$77.7 Million2.04% of portfolio
-
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