River Tree Advisors, LLC Capitol Ser Tr Fairlead Tactic Transaction History
River Tree Advisors, LLC
- $138 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
30Shares Held
6.23MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$70.9 Million10.19% of portfolio
-
Ubs Group Ag1.37MShares$39.1 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$15.7 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.5 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.9 Million0.02% of portfolio