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 | 2,234,107 | $53,115,899 | 9.87% |
| Vantage Financial Partners, LLC | 257,266 | $6,116,491 | 2.29% |
| Lokken Investment Group LLC | 119,727 | $2,846,513 | 1.86% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 67,137 | $1,611,959 | 1.21% |
| RiverTree Advisors, LLC | 33,727 | $801,859 | 0.58% |
| Hudson Value Partners, LLC | 43,884 | $1,040,470 | 0.53% |
| Hudock, Inc. | 76,704 | $1,823,638 | 0.43% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 265,973 | $6,323,508 | 0.41% |
| Insight Wealth Partners, LLC | 39,549 | $940,278 | 0.22% |
| Core Wealth Advisors, Inc. | 14,044 | $333,901 | 0.13% |