Ifp Advisors, Inc Capitol Ser Tr Fairlead Tactic Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Ifp Advisors, Inc holds 940 shares of TACK stock, worth $28,331. This represents 0.0% of its overall portfolio holdings.

Number of Shares

940

Previous 3,257 71.14%

Holding current value

$28,331

Previous $88,000 70.45%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$24.72 - $28.27 $57,276 - $65,501	-2,317 Reduced 71.14%	940 $26,000
Q1 2025 May 05, 2025	SELL	$26.56 - $28.74 $16,201 - $17,531	-610 Reduced 15.77%	3,257 $88,000
Q4 2024 Feb 04, 2025	BUY	$27.35 - $29.08 $63,369 - $67,378	2,317 Added 149.48%	3,867 $105,000
Q3 2024 Feb 04, 2025	SELL	$25.61 - $28.13 $51,220 - $56,260	-2,000 Reduced 56.34%	1,550 $43,000
Q3 2023 Oct 12, 2023	BUY	$22.57 - $24.24 $9,028 - $9,696	400 Added 12.7%	3,550 $80,000
Q2 2023 Aug 04, 2023	BUY	$23.57 - $24.8 $74,245 - $78,120	3,150 New	3,150 $74,000

Others Institutions Holding TACK

# of Institutions

Shares Held

9.28M

Call Options Held

Put Options Held

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About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

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