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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$23.3 - $24.48 $202,943 - $213,220	8,710 New	8,710 $211,000

Others Institutions Holding TACK

# of Institutions

35

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$69.4 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$65.3 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$34.9 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$14.5 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.56 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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