Ifp Advisors, Inc Capitol Ser Tr Fairlead Tactic Transaction History

Ifp Advisors, Inc

  • $3.07 Billion
  • Q1 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 3,257 shares of TACK stock, worth $91,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,257
Previous 3,867 15.77%
Holding current value
$91,261
Previous $105,000 16.19%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
33
Shares Held
8.34M
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 Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email