IFP Advisors, Inc - CAPITOL SER TR ownership

CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 25 filers reported holding CAPITOL SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of CAPITOL SER TR
ValueSharesWeighting
Q2 2024$92,168
-1.8%
3,5500.0%0.00%0.0%
Q1 2024$93,862
+6.7%
3,5500.0%0.00%0.0%
Q4 2023$87,972
+9.4%
3,5500.0%0.00%0.0%
Q3 2023$80,443
-47.6%
3,550
-43.7%
0.00%
+33.3%
Q2 2023$153,4526,3000.00%
Other shareholders
CAPITOL SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,960,136$45,827,9809.29%
Vantage Financial Partners, LLC 234,016$5,471,3003.26%
Financial Enhancement Group LLC 280,091$6,724,9851.29%
RiverTree Advisors, LLC 37,360$873,4770.72%
Hudson Value Partners, LLC 34,612$809,2290.50%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 189,261$4,424,9220.33%
Clientfirst Wealth Management, LLC 10,000$233,8000.30%
Core Wealth Advisors, Inc. 11,912$278,5140.12%
Jaffetilchin Investment Partners, LLC 32,986$771,2230.09%
NewEdge Wealth, LLC 69,383$1,622,1750.07%
View complete list of CAPITOL SER TR shareholders