Comprehensive Financial Planning, Inc./Pa Capitol Ser Tr Fairlead Tactic Transaction History
Comprehensive Financial Planning, Inc./Pa
- $127 Billion
- Q2 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 7 shares of TACK stock, worth $202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$202
Previous $190,000
4.21%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
37Shares Held
9.51MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.62MShares$75.7 Million2.07% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.9 Million10.19% of portfolio
-
Ubs Group Ag1.99MShares$57.5 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO713KShares$20.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS335KShares$9.7 Million0.01% of portfolio