Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Fma Wealth Management, LLC
- $154 Billion
- Q4 2025
A detailed history of Fma Wealth Management, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Fma Wealth Management, LLC holds 51,732 shares of TACK stock, worth $1.53 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
51,732
Previous 52,136
0.77%
Holding current value
$1.53 Million
Previous $1.56 Billion
0.91%
% of portfolio
1.0%
Previous 1.07%
Shares
9 transactions
Others Institutions Holding TACK
# of Institutions
42Shares Held
9.85MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$77.7 Million2.04% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$73.6 Million10.19% of portfolio
-
Ubs Group Ag1.98MShares$58.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO717KShares$21.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS331KShares$9.79 Million0.01% of portfolio