Capital Wealth Planning, LLC ETF Ser Solutions Lha Mkt St T Transaction History

Capital Wealth Planning, LLC

$9.25 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$29.07 - $30.67 $435,817 - $459,804	-14,992 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$26.82 - $28.85 $402,085 - $432,519	14,992 New	14,992 $430,000

Others Institutions Holding MSTB

# of Institutions

17

Shares Held

3.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

906K
Shares

$29.7 Million
0.57% of portfolio
Alpha Star Capital Management, LLC

811K
Shares

$26.6 Million
2.61% of portfolio
Cetera Investment Advisers Schaumburg, IL

416K
Shares

$13.6 Million
0.03% of portfolio
Creative One Wealth, LLC Overland Park, KS

343K
Shares

$11.3 Million
0.43% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

149K
Shares

$4.9 Million
1.35% of portfolio

About ETF SER SOLUTIONS LHA MKT ST T

Ticker MSTB
Sector ETFs
Industry ETFs

More about MSTB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.