Financial Enhancement Group LLC Capitol Ser Tr Fairlead Tactic Transaction History
Financial Enhancement Group LLC
- $608 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
37Shares Held
9.51MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.62MShares$75.7 Million2.07% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.9 Million10.19% of portfolio
-
Ubs Group Ag1.99MShares$57.5 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO713KShares$20.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS335KShares$9.7 Million0.01% of portfolio