Stapp Wealth Management, Pllc Capitol Ser Tr Fairlead Tactic Transaction History
Stapp Wealth Management, Pllc
- $59.1 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
37Shares Held
8.41MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.64MShares$74.7 Million2.35% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$70.3 Million10.19% of portfolio
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Ubs Group Ag1.33MShares$37.6 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO551KShares$15.6 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS326KShares$9.22 Million0.02% of portfolio