Lpl Financial LLC Capitol Ser Tr Fairlead Tactic Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Lpl Financial LLC holds 14,852 shares of TACK stock, worth $439,767. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,852

Holding current value

$439,767

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$28.17 - $30.01 $418,380 - $445,708	14,852 New	14,852 $445,000

Others Institutions Holding TACK

# of Institutions

Shares Held

9.84M

Call Options Held

Put Options Held

Cary Street Partners Financial LLC Richmond, VA

2.63M
Shares

$77.7 Million
2.04% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$73.6 Million
10.19% of portfolio
Ubs Group Ag

1.98M
Shares

$58.7 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

717K
Shares

$21.2 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

331K
Shares

$9.79 Million
0.01% of portfolio

View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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