Mission Wealth Management, LP Capitol Ser Tr Fairlead Tactic Transaction History
Mission Wealth Management, LP
- $4.95 Billion
- Q3 2025
A detailed history of Mission Wealth Management, LP transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Mission Wealth Management, LP holds 84,564 shares of TACK stock, worth $2.54 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
84,564Holding current value
$2.54 Million% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
39Shares Held
9.69MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$78.9 Million2.04% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$74.8 Million10.19% of portfolio
-
Ubs Group Ag1.99MShares$59.8 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO717KShares$21.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS335KShares$10.1 Million0.01% of portfolio