Kestra Private Wealth Services, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,125 shares of TACK stock, worth $254,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,125
Previous 9,288 1.75%
Holding current value
$254,861
Previous $241,000 6.22%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$25.61 - $28.13 $4,174 - $4,585
-163 Reduced 1.75%
9,125 $256,000
Q2 2024

Aug 12, 2024
SELL
$24.89 - $26.3 $87,164 - $92,102
-3,502 Reduced 27.38%
9,288 $241,000
Q1 2024

May 02, 2024
BUY
$24.33 - $26.44 $37,906 - $41,193
1,558 Added 13.87%
12,790 $338,000
Q4 2023

Feb 05, 2024
BUY
$22.25 - $24.92 $249,912 - $279,901
11,232 New
11,232 $278,000

Others Institutions Holding TACK

# of Institutions
29
Shares Held
6.13M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITOL SER TR FAIRLEAD TACTIC

TACK Quotes by TradingView
  • Ticker TACK
  • Sector ETFs
  • Industry ETFs
More about TACK
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email