Insight Wealth Partners, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Insight Wealth Partners, LLC
- $630 Million
- Q2 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 58,043 shares of TACK stock, worth $1.66 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
58,043
Previous 56,872
2.06%
Holding current value
$1.66 Million
Previous $1.55 Million
5.95%
% of portfolio
0.26%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding TACK
# of Institutions
35Shares Held
8.51MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.61MShares$74.7 Million2.25% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.2 Million10.19% of portfolio
-
Ubs Group Ag1.31MShares$37.4 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO546KShares$15.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$9.33 Million0.02% of portfolio