Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Fma Wealth Management, LLC

$130 Billion
Q1 2025

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 49,322 shares of TACK stock, worth $1.34 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

49,322

Previous 49,158 0.33%

Holding current value

$1.34 Million

Previous $1.34 Billion 3.45%

% of portfolio

1.07%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$26.56 - $28.74 $4,355 - $4,713	164 Added 0.33%	49,322 $1.39 Billion
Q4 2024 Feb 03, 2025	BUY	$27.35 - $29.08 $5,770 - $6,135	211 Added 0.43%	49,158 $1.34 Billion
Q3 2024 Oct 15, 2024	BUY	$25.61 - $28.13 $80,748 - $88,693	3,153 Added 6.89%	48,947 $1.38 Billion
Q2 2024 Jul 18, 2024	BUY	$24.89 - $26.3 $107,997 - $114,115	4,339 Added 10.47%	45,794 $1.19 Billion
Q1 2024 Apr 29, 2024	BUY	$24.33 - $26.44 $40,801 - $44,339	1,677 Added 4.22%	41,455 $1.1 Billion
Q4 2023 Feb 09, 2024	BUY	$22.25 - $24.92 $885,060 - $991,267	39,778 New	39,778 $986 Million

Others Institutions Holding TACK

# of Institutions

Shares Held

8.4M

Call Options Held

Put Options Held

View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

More about TACK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Account

Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History