Nbz Investment Advisors LLC Capitol Ser Tr Fairlead Tactic Call Options Transaction History

Nbz Investment Advisors LLC

$176 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TACK

# of Institutions

38

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.62M
Shares

$77.5 Million
2.07% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$73.6 Million
10.19% of portfolio
Ubs Group Ag

1.99M
Shares

$58.9 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

713K
Shares

$21.1 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

335K
Shares

$9.93 Million
0.01% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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