Atria Wealth Solutions, Inc. Capitol Ser Tr Fairlead Tactic Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,986 shares of TACK stock, worth $418,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,986

Previous 13,209 5.88%

Holding current value

$418,880

Previous $359,000 9.75%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$24.72 - $28.27 $19,207 - $21,965	777 Added 5.88%	13,986 $394,000
Q1 2025 May 09, 2025	BUY	$26.56 - $28.74 $13,651 - $14,772	514 Added 4.05%	13,209 $359,000
Q4 2024 Jan 31, 2025	BUY	$27.35 - $29.08 $8,560 - $9,102	313 Added 2.53%	12,695 $347,000
Q3 2024 Nov 08, 2024	BUY	$25.61 - $28.13 $512 - $562	20 Added 0.16%	12,382 $348,000
Q2 2024 Jul 22, 2024	BUY	$24.89 - $26.3 $18,194 - $19,225	731 Added 6.28%	12,362 $320,000
Q1 2024 May 13, 2024	BUY	$24.33 - $26.44 $30,899 - $33,578	1,270 Added 12.26%	11,631 $307,000
Q4 2023 Feb 02, 2024	BUY	$22.25 - $24.92 $2,469 - $2,766	111 Added 1.08%	10,361 $256,000
Q3 2023 Nov 08, 2023	BUY	$22.57 - $24.24 $231,342 - $248,459	10,250 New	10,250 $232,000

Others Institutions Holding TACK

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

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About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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Atria Wealth Solutions, Inc. Capitol Ser Tr Fairlead Tactic Transaction History