Concord Wealth Partners Capitol Ser Tr Fairlead Tactic Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$23.31 - $25.81 $2,191 - $2,426	94 New	94 $2,000

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

$72.7 Million
2.35% of portfolio
Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$68.4 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$36.6 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

551K
Shares

$15.1 Million
0.02% of portfolio
Mariner, LLC Overland Park, KS

326K
Shares

$8.97 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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