CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 24 filers reported holding CAPITOL SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,040,470 | +23.4% | 43,884 | +26.1% | 0.53% | +10.8% |
| Q1 2023 | $842,962 | +4.2% | 34,790 | +0.5% | 0.48% | -3.4% |
| Q4 2022 | $809,229 | +61.2% | 34,612 | +53.9% | 0.50% | +47.0% |
| Q3 2022 | $502,000 | -6.7% | 22,493 | -1.1% | 0.34% | -0.9% |
| Q2 2022 | $538,000 | -2.0% | 22,740 | +4.7% | 0.34% | +20.9% |
| Q1 2022 | $549,000 | – | 21,716 | – | 0.28% | – |
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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% |