Cannon Advisors, Inc. Capitol Ser Tr Fairlead Tactic Transaction History

Cannon Advisors, Inc.

$122 Billion
Q3 2024

A detailed history of Cannon Advisors, Inc. transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Cannon Advisors, Inc. holds 13,451 shares of TACK stock, worth $378,511. This represents 0.31% of its overall portfolio holdings.

Number of Shares

13,451

Holding current value

$378,511

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$25.61 - $28.13 $344,480 - $378,376	13,451 New	13,451 $378 Million

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

$70 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$37.5 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

541K
Shares

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

474K
Shares

$13.3 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

358K
Shares

$10.1 Million
0.02% of portfolio

View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

More about TACK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cannon Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cannon Advisors, Inc. with notifications on news.

Account

Cannon Advisors, Inc. Capitol Ser Tr Fairlead Tactic Transaction History