D.A. Davidson & Co. Capitol Ser Tr Fairlead Tactic Transaction History

D.A. Davidson & Co.

$13.8 Billion
Q2 2025

A detailed history of D.A. Davidson & Co. transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, D.A. Davidson & Co. holds 7,101 shares of TACK stock, worth $214,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,101

Holding current value

$214,024

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$24.72 - $28.27 $175,536 - $200,745	7,101 New	7,101 $200,000

Others Institutions Holding TACK

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

Cary Street Partners Financial LLC Richmond, VA

2.62M
Shares

$78.9 Million
2.07% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$74.9 Million
10.19% of portfolio
Ubs Group Ag

1.99M
Shares

$59.9 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

713K
Shares

$21.5 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

335K
Shares

$10.1 Million
0.01% of portfolio

View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

More about TACK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.

Account