New Edge Advisors, LLC Capitol Ser Tr Fairlead Tactic Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, New Edge Advisors, LLC holds 20,337 shares of TACK stock, worth $584,688. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,337
Previous 13,497
50.68%
Holding current value
$584,688
Previous $350,000
63.43%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding TACK
# of Institutions
29Shares Held
6.13MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.5 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$38.3 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO541KShares$15.6 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.6 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS358KShares$10.3 Million0.02% of portfolio