Ifp Advisors, Inc Capitol Ser Tr Fairlead Tactic Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
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 3,550 shares of TACK stock, worth $97,909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,550
Previous 3,550
-0.0%
Holding current value
$97,909
Previous $93,000
1.08%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TACK
# of Institutions
26Shares Held
5.88MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$67.7 Million10.18% of portfolio
-
Ubs Group Ag1.37MShares$37.9 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$15.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.5 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.6 Million0.45% of portfolio