Carlyle-Tactical PRVT CRDT-NTAKNX

13F holders, Q3 2024 (September 30)
1holders
0new positions
0sold out
$8.53avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Carlyle-Tactical PRVT CRDT-N (TAKNX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($295K).

Company
Carlyle-Tactical PRVT CRDT-N
CUSIP
143106508
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 2,717 shares bought, net +2,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ethos Financial Group, LLC 0.05% Add +8.5% 34,594 $295K

"% of holder's portfolio" is TAKNX's weight in each manager's 13F, not the share of Carlyle-Tactical PRVT CRDT-N the manager owns.