Parallel Advisors, LLC Capitol Ser Tr Fairlead Tactic Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$23.31 - $25.81 $2,331 - $2,581	100 New	100 $2,000

Others Institutions Holding TACK

# of Institutions

28

Shares Held

5.88M

Call Options Held

0

Put Options Held

0

Cary Street Partners Asset Management LLC Richmond, VA

2.49M
Shares

$70.3 Million
10.19% of portfolio
Ubs Group Ag

1.33M
Shares

$37.7 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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