Captrust Financial Advisors Capitol Ser Tr Fairlead Tactic Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Captrust Financial Advisors holds 55,627 shares of TACK stock, worth $1.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55,627
Previous 56,849
2.15%
Holding current value
$1.68 Million
Previous $1.55 Million
1.62%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TACK
# of Institutions
37Shares Held
9.28MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.62MShares$78.9 Million2.07% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$74.9 Million10.19% of portfolio
-
Ubs Group Ag1.99MShares$59.9 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO713KShares$21.5 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS335KShares$10.1 Million0.01% of portfolio