Core Wealth Advisors, Inc. Capitol Ser Tr Fairlead Tactic Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding TACK
# of Institutions
29Shares Held
6.13MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.5 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$38.3 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO541KShares$15.6 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.6 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS358KShares$10.3 Million0.02% of portfolio