Wealth Enhancement Advisory Services, LLC Capitol Ser Tr Fairlead Tactic Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
33Shares Held
8.34MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.61MShares$72.9 Million2.25% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$69.4 Million10.19% of portfolio
-
Ubs Group Ag1.31MShares$36.5 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO546KShares$15.3 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$9.11 Million0.02% of portfolio