Covestor LTD Capitol Ser Tr Fairlead Tactic Transaction History

Covestor LTD

$160 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$22.25 - $24.08 $3,560 - $3,852	160 New	160 $3,000

Others Institutions Holding TACK

# of Institutions

34

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$71.7 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$67.4 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$36 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$14.9 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.84 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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