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

Insight Wealth Partners, LLC

$723 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

37

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$72.1 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$67.8 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$36.2 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$15 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.89 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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