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

31

Shares Held

5.9M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$70.1 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$37.6 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

541K
Shares

$15.3 Million
0.02% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

474K
Shares

$13.4 Million
0.51% of portfolio
Mariner, LLC Overland Park, KS

358K
Shares

$10.1 Million
0.02% of portfolio

About CAPITOL SER TR FAIRLEAD TACTIC

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