Fma Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Fma Wealth Management, LLC

  • $138 Billion
  • Q3 2024

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 48,947 shares of TACK stock, worth $1.35 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
48,947
Previous 45,794 6.89%
Holding current value
$1.35 Million
Previous $1.19 Billion 15.81%
% of portfolio
1.0%
Previous 0.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$25.61 - $28.13 $80,748 - $88,693
3,153 Added 6.89%
48,947 $1.38 Billion
Q2 2024

Jul 18, 2024
BUY
$24.89 - $26.3 $107,997 - $114,115
4,339 Added 10.47%
45,794 $1.19 Billion
Q1 2024

Apr 29, 2024
BUY
$24.33 - $26.44 $40,801 - $44,339
1,677 Added 4.22%
41,455 $1.1 Billion
Q4 2023

Feb 09, 2024
BUY
$22.25 - $24.92 $885,060 - $991,267
39,778 New
39,778 $986 Million

Others Institutions Holding TACK

# of Institutions
29
Shares Held
6.13M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

TACK Quotes by TradingView
  • Ticker TACK
  • Sector ETFs
  • Industry ETFs
More about TACK
Track This Portfolio

Track Fma Wealth Management, LLC Portfolio

Follow Fma Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email