Capital Square, LLC New Holdings in Q3 2024

Capital Square, LLC

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
12.3K
New
$74.85 - $82.2 $917K - $1.01M
12.3K $995K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
18.6K
New
$49.82 - $52.8 $924K - $980K
18.6K $975K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
11.2K
New
$69.16 - $76.64 $772K - $856K
11.2K $839K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.8K
New
$44.65 - $47.21 $796K - $841K
17.8K $832K
WELL
Welltower Inc.

Real Estate
4.64K
New
$104.0 - $129.74 $482K - $601K
4.64K $593K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
11.5K
New
$45.68 - $50.6 $526K - $582K
11.5K $582K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
50.9K
New
$8.59 - $9.07 $437K - $462K
50.9K $460K
CHCT
Community Healthcare Trust Inc

Real Estate
15.8K
New
$15.86 - $27.51 $250K - $433K
15.8K $285K
ABBV
Abb Vie Inc.

Healthcare
1.19K
New
$163.84 - $199.33 $194K - $237K
1.19K $234K
VB
Vanguard Small Cap ETF

ETFs
958
New
$214.77 - $237.72 $206K - $228K
958 $227K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.99K
New
$49.09 - $55.08 $196K - $220K
3.99K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
815
New
$191.76 - $263.26 $156K - $215K
815 $213K
LNT
Alliant Energy Corp

Utilities
3.45K
New
$50.74 - $60.74 $175K - $209K
3.45K $209K
BLK
Black Rock Inc.

Financial Services
220
New
$782.27 - $949.51 $172K - $209K
220 $208K
VNQ
Vanguard Specialized Funds Van

ETFs
2.09K
New
$82.97 - $98.97 $174K - $207K
2.09K $203K
DGRO
Ishares Core Dividend Growth E

ETFs
3.24K
New
$57.47 - $62.76 $186K - $203K
3.24K $203K
GAB
Gabelli Equity Trust Inc

Financial Services
18.7K
New
$5.15 - $5.6 $96.5K - $105K
18.7K $102K
PSEP
Innovator U.S. Equity Power Bu
5.79K
New
N/A
5.79K $0
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Square, LLC Portfolio

Follow Capital Square, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Square, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Square, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email