New Edge Wealth, LLC Capitol Ser Tr Fairlead Tactic Call Options Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TACK
# of Institutions
27Shares Held
5.88MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$68.4 Million10.18% of portfolio
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Ubs Group Ag1.37MShares$38.2 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO550KShares$15.3 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS454KShares$12.6 Million0.02% of portfolio
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Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.7 Million0.45% of portfolio