Lokken Investment Group LLC Capitol Ser Tr Fairlead Tactic Transaction History
Lokken Investment Group LLC
- $254 Million
- Q3 2025
A detailed history of Lokken Investment Group LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Lokken Investment Group LLC holds 10,844 shares of TACK stock, worth $321,090. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,844
Previous 11,120
2.48%
Holding current value
$321,090
Previous $313,000
3.83%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding TACK
# of Institutions
41Shares Held
9.84MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$77.7 Million2.04% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$73.6 Million10.19% of portfolio
-
Ubs Group Ag1.98MShares$58.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO717KShares$21.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS331KShares$9.79 Million0.01% of portfolio