Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Fma Wealth Management, LLC
- $138 Billion
- Q3 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 48,947 shares of TACK stock, worth $1.36 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
48,947
Previous 45,794
6.89%
Holding current value
$1.36 Million
Previous $1.19 Billion
15.81%
% of portfolio
1.0%
Previous 0.96%
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
29Shares Held
6.23MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$68.9 Million10.19% of portfolio
-
Ubs Group Ag1.37MShares$38 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$15.2 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.1 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.6 Million0.02% of portfolio