Comprehensive Financial Planning, Inc./Pa Capitol Ser Tr Fairlead Tactic Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 7 shares of TACK stock, worth $207. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$207
Previous $198,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding TACK
# of Institutions
41Shares Held
9.84MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.63MShares$77.7 Million2.04% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$73.6 Million10.19% of portfolio
-
Ubs Group Ag1.98MShares$58.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO717KShares$21.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS331KShares$9.79 Million0.01% of portfolio