Clientfirst Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Clientfirst Wealth Management, LLC

$82.6 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$22.25 - $24.08 $222,500 - $240,799	10,000 New	10,000 $233,000

Others Institutions Holding TACK

# of Institutions

29

Shares Held

6.13M

Call Options Held

0

Put Options Held

0

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

About CAPITOL SER TR FAIRLEAD TACTIC

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