New Edge Wealth, LLC Capitol Ser Tr Fairlead Tactic Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,146 shares of TACK stock, worth $247,765. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,146
Previous 9,146
-0.0%
Holding current value
$247,765
Previous $241,000
1.66%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding TACK
# of Institutions
26Shares Held
5.88MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$66.5 Million10.18% of portfolio
-
Ubs Group Ag1.37MShares$37.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$14.9 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.3 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.4 Million0.45% of portfolio