Ifp Advisors, Inc Capitol Ser Tr Fairlead Tactic Call Options Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

35

Shares Held

8.49M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.61M
Shares

$74.7 Million
2.25% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71.2 Million
10.19% of portfolio
Ubs Group Ag

1.31M
Shares

$37.4 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

546K
Shares

$15.6 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$9.33 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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