Advisor Group Holdings, Inc. Capitol Ser Tr Fairlead Tactic Transaction History

Advisor Group Holdings, Inc.

$40.6 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$23.3 - $24.48 $31,222 - $32,803	1,340 New	1,340 $32,000

Others Institutions Holding TACK

# of Institutions

29

Shares Held

6.23M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$68.9 Million
10.19% of portfolio
Ubs Group Ag

1.37M
Shares

$38 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

550K
Shares

$15.2 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.1 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

454K
Shares

$12.6 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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