Captrust Financial Advisors Capitol Ser Tr Fairlead Tactic Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 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 56,849 shares of TACK stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56,849
Previous 31,737
79.13%
Holding current value
$1.63 Million
Previous $868,000
78.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TACK
# of Institutions
35Shares Held
8.51MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.61MShares$74.7 Million2.25% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.2 Million10.19% of portfolio
-
Ubs Group Ag1.31MShares$37.4 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO546KShares$15.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$9.33 Million0.02% of portfolio