Williams & Novak, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Williams & Novak, LLC

$118 Billion
Q2 2025

A detailed history of Williams & Novak, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Williams & Novak, LLC holds 26,230 shares of TACK stock, worth $750,702. This represents 0.63% of its overall portfolio holdings.

Number of Shares

26,230

Holding current value

$750,702

% of portfolio

0.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$24.72 - $28.27 $648,405 - $741,522	26,230 New	26,230 $740 Million

Others Institutions Holding TACK

# of Institutions

Shares Held

8.51M

Call Options Held

Put Options Held

Cary Street Partners Financial LLC Richmond, VA

2.61M
Shares

$74.7 Million
2.25% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$71.2 Million
10.19% of portfolio
Ubs Group Ag

1.31M
Shares

$37.4 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

546K
Shares

$15.6 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$9.33 Million
0.02% of portfolio

View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
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Williams & Novak, LLC Capitol Ser Tr Fairlead Tactic Transaction History