Glass Jacobson Investment Advisors LLC Capitol Ser Tr Fairlead Tactic Transaction History

Glass Jacobson Investment Advisors LLC

$302 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$24.33 - $26.44 $364 - $396	15 New	15 $397,000

Others Institutions Holding TACK

# of Institutions

29

Shares Held

6.13M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71.5 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$38.3 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

541K
Shares

$15.6 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.6 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

358K
Shares

$10.3 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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