Cary Street Partners Financial LLC Capitol Ser Tr Fairlead Tactic Put Options Transaction History

Cary Street Partners Financial LLC

$3.56 Trillion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

37

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71.9 Million
10.19% of portfolio
Ubs Group Ag

1.99M
Shares

$57.5 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

713K
Shares

$20.6 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

335K
Shares

$9.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

325K
Shares

$9.41 Million
0.01% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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