Wealth Enhancement Advisory Services, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,807 shares of TACK stock, worth $223,592. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,807
Previous 7,767
0.51%
Holding current value
$223,592
Previous $201,000
8.96%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TACK
# of Institutions
29Shares Held
6.13MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$71.2 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$38.1 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO541KShares$15.5 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.6 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS358KShares$10.3 Million0.02% of portfolio