Cambridge Investment Research Advisors, Inc. Capitol Ser Tr Fairlead Tactic Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	SELL	$22.57 - $24.24 $94,794 - $101,808	-4,200 Reduced 28.13%	10,732 $243,000
Q2 2023 Jul 13, 2023	BUY	$23.57 - $24.8 $13,788 - $14,508	585 Added 4.08%	14,932 $355,000
Q1 2023 May 11, 2023	BUY	$23.3 - $24.48 $334,285 - $351,214	14,347 New	14,347 $348,000

Others Institutions Holding TACK

# of Institutions

Shares Held

6.13M

Call Options Held

Put Options Held

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$72.2 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$38.7 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

541K
Shares

$15.7 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.8 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

358K
Shares

$10.4 Million
0.02% of portfolio

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About CAPITOL SER TR FAIRLEAD TACTIC

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