Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Fma Wealth Management, LLC
- $124 Billion
- Q2 2024
A detailed history of Fma Wealth Management, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Fma Wealth Management, LLC holds 45,794 shares of TACK stock, worth $1.26 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
45,794
Previous 41,455
10.47%
Holding current value
$1.26 Million
Previous $1.1 Billion
8.47%
% of portfolio
0.96%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding TACK
# of Institutions
26Shares Held
5.88MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$67.7 Million10.18% of portfolio
-
Ubs Group Ag1.37MShares$37.9 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$15.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.5 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.6 Million0.45% of portfolio