Harvest Group Wealth Management, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	BUY	$24.94 - $25.55 $2,992 - $3,066	120 New	120 $3,000

Others Institutions Holding TACK

# of Institutions

28

Shares Held

5.89M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$69.7 Million
10.19% of portfolio
Ubs Group Ag

1.37M
Shares

$38.5 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

550K
Shares

$15.4 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.3 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

454K
Shares

$12.7 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

Ticker TACK
Sector ETFs
Industry ETFs

More about TACK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.