Stapp Wealth Management, Pllc Capitol Ser Tr Fairlead Tactic Transaction History

Stapp Wealth Management, Pllc

$43.7 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$22.29 - $24.25 $84,635 - $92,077	3,797 New	3,797 $85,000

Others Institutions Holding TACK

# of Institutions

34

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$71.7 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$67.4 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$36 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$14.9 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.84 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

More about TACK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stapp Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Stapp Wealth Management, Pllc with notifications on news.