CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 16 filers reported holding CAPITOL SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $243,595 | -12.8% | 10,750 | -8.5% | 0.01% | -18.2% |
Q2 2023 | $279,351 | -1.9% | 11,750 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $284,702 | +3.6% | 11,750 | 0.0% | 0.01% | -14.3% |
Q4 2022 | $274,715 | +4.9% | 11,750 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $262,000 | -5.8% | 11,750 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $278,000 | +561.9% | 11,750 | +612.1% | 0.01% | +600.0% |
Q1 2022 | $42,000 | – | 1,650 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,298,267 | $52,078,730 | 9.73% |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 72,646 | $1,659,961 | 1.47% |
Vantage Financial Partners, LLC | 124,296 | $2,816,551 | 1.11% |
Lokken Investment Group LLC | 56,254 | $1,274,716 | 0.84% |
Hudock, Inc. | 75,448 | $1,709,660 | 0.41% |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 285,314 | $6,465,215 | 0.35% |
Insight Wealth Partners, LLC | 42,141 | $954,926 | 0.18% |
Core Wealth Advisors, Inc. | 16,182 | $366,675 | 0.15% |
STIFEL FINANCIAL CORP | 1,313,280 | $29,758,936 | 0.04% |
Wealthcare Advisory Partners LLC | 31,594 | $715,912 | 0.03% |