CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 20 filers reported holding CAPITOL SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,172,481 | -5.0% | 1,508,053 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $35,988,336 | -3.2% | 1,513,705 | -1.4% | 0.01% | -14.3% |
| Q1 2023 | $37,186,629 | +8.9% | 1,534,735 | +5.1% | 0.01% | +7.7% |
| Q4 2022 | $34,134,894 | +85.3% | 1,460,004 | +77.0% | 0.01% | +62.5% |
| Q3 2022 | $18,418,000 | +54070.6% | 824,803 | +61269.3% | 0.01% | – |
| Q1 2022 | $34,000 | – | 1,344 | – | 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% |