Advisor Group Holdings, Inc. Capitol Ser Tr Fairlead Tactic Transaction History

Advisor Group Holdings, Inc.

$39.8 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$23.3 - $24.48 $31,222 - $32,803	1,340 New	1,340 $32,000

Others Institutions Holding TACK

# of Institutions

37

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

Cary Street Partners Financial LLC Richmond, VA

2.64M
Shares

$71.2 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$67 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$35.8 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$14.8 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.78 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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