Lokken Investment Group LLC Capitol Ser Tr Fairlead Tactic Transaction History
Lokken Investment Group LLC
- $205 Million
- Q2 2024
A detailed history of Lokken Investment Group LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, Lokken Investment Group LLC holds 60,374 shares of TACK stock, worth $1.69 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
60,374
Previous 55,917
7.97%
Holding current value
$1.69 Million
Previous $1.48 Million
6.02%
% of portfolio
0.77%
Previous 0.77%
Shares
6 transactions
Others Institutions Holding TACK
# of Institutions
28Shares Held
5.89MCall Options Held
0Put Options Held
0-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$69.7 Million10.19% of portfolio
-
Ubs Group Ag1.37MShares$38.5 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO550KShares$15.4 Million0.02% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA474KShares$13.3 Million0.51% of portfolio
-
Mariner, LLC Overland Park, KS454KShares$12.7 Million0.02% of portfolio