Core Wealth Advisors, Inc. Capitol Ser Tr Fairlead Tactic Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding TACK
# of Institutions
36Shares Held
8.4MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.64MShares$69.7 Million2.35% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$65.6 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$35.1 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO551KShares$14.5 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$8.6 Million0.02% of portfolio