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

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024

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 47,974 shares of TACK stock, worth $1.27 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
47,974
Previous 42,071 14.03%
Holding current value
$1.27 Million
Previous $1.04 Million 21.69%
% of portfolio
0.22%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
28
Shares Held
5.9M
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
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