Wealthcare Advisory Partners LLC Capitol Ser Tr Fairlead Tactic Transaction History
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 31,957 shares of TACK stock, worth $865,715. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,957
Previous 31,886
0.22%
Holding current value
$865,715
Previous $843,000
1.66%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding TACK
# of Institutions
26Shares Held
5.88MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$66.5 Million10.18% of portfolio
-
Ubs Group Ag1.37MShares$37.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$14.9 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.3 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11.4 Million0.45% of portfolio