Hobbs Group Advisors, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Hobbs Group Advisors, LLC

$266 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 16, 2024	BUY	$22.25 - $24.92 $1,023 - $1,146	46 New	46 $1.15 Million

Others Institutions Holding TACK

# of Institutions

37

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$75.5 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$38 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$15.7 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$9.32 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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