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

Insight Wealth Partners, LLC

$723 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

34

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$71.7 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$67.4 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$36 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$14.9 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.84 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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