Financial Enhancement Group LLC Capitol Ser Tr Fairlead Tactic Transaction History
Financial Enhancement Group LLC
- $587 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding TACK
# of Institutions
35Shares Held
8.4MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.64MShares$70.2 Million2.35% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$66 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$35.3 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO551KShares$14.6 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$8.66 Million0.02% of portfolio