Insight Wealth Partners, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Insight Wealth Partners, LLC

$692 Million
Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 61,152 shares of TACK stock, worth $1.81 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

61,152

Previous 58,043 5.36%

Holding current value

$1.81 Million

Previous $1.64 Million 12.03%

% of portfolio

0.27%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$28.17 - $30.01 $87,580 - $93,301	3,109 Added 5.36%	61,152 $1.84 Million
Q2 2025 Jul 31, 2025	BUY	$24.72 - $28.27 $28,947 - $33,104	1,171 Added 2.06%	58,043 $1.64 Million
Q1 2025 May 15, 2025	BUY	$26.56 - $28.74 $133,570 - $144,533	5,029 Added 9.7%	56,872 $1.55 Million
Q4 2024 Feb 14, 2025	SELL	$27.35 - $29.08 $13,292 - $14,132	-486 Reduced 0.93%	51,843 $1.42 Million
Q3 2024 Nov 13, 2024	BUY	$25.61 - $28.13 $20,564 - $22,588	803 Added 1.56%	52,329 $1.47 Million

Q2 2024 Jul 18, 2024	BUY	$24.89 - $26.3 $88,409 - $93,417	3,552 Added 7.4%	51,526 $1.34 Million
Q1 2024 May 10, 2024	BUY	$24.33 - $26.44 $143,619 - $156,075	5,903 Added 14.03%	47,974 $1.27 Million
Q4 2023 Feb 13, 2024	SELL	$22.25 - $24.92 $1,557 - $1,744	-70 Reduced 0.17%	42,071 $1.04 Million
Q3 2023 Oct 30, 2023	BUY	$22.57 - $24.24 $58,501 - $62,830	2,592 Added 6.55%	42,141 $954,000
Q2 2023 Aug 11, 2023	BUY	$23.57 - $24.8 $932,169 - $980,815	39,549 New	39,549 $940,000

Others Institutions Holding TACK

# of Institutions

Shares Held

9.84M

Call Options Held

Put Options Held

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About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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Insight Wealth Partners, LLC Capitol Ser Tr Fairlead Tactic Transaction History