Wedbush Securities Inc Capitol Ser Tr Fairlead Tactic Transaction History

Wedbush Securities Inc

$2.8 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	SELL	$22.29 - $24.25 $55,725 - $60,625	-2,500 Reduced 20.83%	9,500 $0
Q2 2022 Jul 21, 2022	BUY	$23.31 - $25.81 $279,720 - $309,720	12,000 New	12,000 $283,000

Others Institutions Holding TACK

# of Institutions

30

Shares Held

6.23M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$70.9 Million
10.19% of portfolio
Ubs Group Ag

1.37M
Shares

$39.1 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

550K
Shares

$15.7 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.5 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

454K
Shares

$12.9 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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