Atria Wealth Solutions, Inc. Capitol Ser Tr Fairlead Tactic Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
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 12,695 shares of TACK stock, worth $358,506. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,695
Previous 12,382
2.53%
Holding current value
$358,506
Previous $348,000
0.29%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding TACK
# of Institutions
33Shares Held
5.93MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$70.2 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$37.6 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO541KShares$15.3 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.4 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS358KShares$10.1 Million0.02% of portfolio