First Foundation Advisors Capitol Ser Tr Fairlead Tactic Transaction History
First Foundation Advisors
- $2.62 Billion
- Q3 2025
A detailed history of First Foundation Advisors transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, First Foundation Advisors holds 9,161 shares of TACK stock, worth $271,257. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,161Holding current value
$271,257% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
41Shares Held
9.84MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$77.7 Million2.04% of portfolio
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Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$73.6 Million10.19% of portfolio
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Ubs Group Ag1.98MShares$58.7 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO717KShares$21.2 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS331KShares$9.79 Million0.01% of portfolio