Kestra Private Wealth Services, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 8,161 shares of TACK stock, worth $230,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,161
Previous 9,125 10.56%
Holding current value
$230,793
Previous $256,000 12.89%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$27.35 - $29.08 $26,365 - $28,033
-964 Reduced 10.56%
8,161 $223,000
Q3 2024

Nov 13, 2024
SELL
$25.61 - $28.13 $4,174 - $4,585
-163 Reduced 1.75%
9,125 $256,000
Q2 2024

Aug 12, 2024
SELL
$24.89 - $26.3 $87,164 - $92,102
-3,502 Reduced 27.38%
9,288 $241,000
Q1 2024

May 02, 2024
BUY
$24.33 - $26.44 $37,906 - $41,193
1,558 Added 13.87%
12,790 $338,000
Q4 2023

Feb 05, 2024
BUY
$22.25 - $24.92 $249,912 - $279,901
11,232 New
11,232 $278,000

Others Institutions Holding TACK

# of Institutions
32
Shares Held
5.92M
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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