Insight Wealth Partners, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Insight Wealth Partners, LLC
- $577 Million
- Q2 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 51,526 shares of TACK stock, worth $1.4 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
51,526
Previous 47,974
7.4%
Holding current value
$1.4 Million
Previous $1.27 Million
5.44%
% of portfolio
0.23%
Previous 0.22%
Shares
5 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$66.5 Million10.18% of portfolio
-
Ubs Group Ag1.37MShares$37.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$14.9 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.3 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.4 Million0.45% of portfolio