New Edge Advisors, LLC Capitol Ser Tr Fairlead Tactic Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Capitol Ser Tr Fairlead Tactic stock. As of the latest transaction made, New Edge Advisors, LLC holds 29,563 shares of TACK stock, worth $792,879. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,563
Previous 20,337
45.37%
Holding current value
$792,879
Previous $572,000
41.26%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding TACK
# of Institutions
37Shares Held
8.41MCall Options Held
0Put Options Held
0-
Cary Street Partners Financial LLC Richmond, VA2.64MShares$70.9 Million2.35% of portfolio
-
Cary Street Partners Asset Management LLC Richmond, VA2.49MShares$66.7 Million10.19% of portfolio
-
Ubs Group Ag1.33MShares$35.7 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO551KShares$14.8 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS326KShares$8.75 Million0.02% of portfolio