TAKNX
Carlyle Tactical Private Credit Fund N
1W: +0.4%
1M: -0.1%
3M: -0.4%
YTD: -3.6%
1Y: -4.8%
3Y: +16.0%
5Y: +18.1%
$7.98
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$8
$8
$8
$8
$8
Institutional Ownership — TAKNX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. NEW | 34,252 | 273K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 33,339 | 266K | +694 | +2.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 34,252 | 273K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +694 | +2.1% | 33,339 |
Biggest Decreases (0)
None.