Capstone Capital Wealth Advisors Purchases and Sells in Q1 2024

Capstone Capital Wealth Advisors

5 operations

Stock	Shares change	Price Range	Shares Held
DFAC	138K + 10.03%	$28.62 - $31.95 $3.94M - $4.39M	1.51M $48.2B
DFIC	69.8K + 8.26%	$24.62 - $26.83 $1.72M - $1.87M	915K $24.5B
DFEM	27.1K + 6.05%	$23.62 - $25.64 $640K - $694K	475K $12.1B
VTEB	13.2K + 9.89%	$50.36 - $51.06 $665K - $674K	147K $7.43B
VCSH	3.71K + 3.39%	$76.87 - $77.64 $285K - $288K	113K $8.75B

3 operations

Stock	Shares change	Price Range	Shares Held
LLY	341 New	$592.2 - $792.28 $202K - $270K	341 $265M
JPM	1.08K New	$167.09 - $200.3 $180K - $216K	1.08K $216M
AMZN	1.13K New	$144.57 - $180.38 $163K - $203K	1.13K $203M

7 operations

Stock	Shares change	Price Range	Shares Held
MUB	-1.63K - 15.69%	$107.41 - $108.76 $175K - $177K	8.77K $944M
SUB	-1.66K - 25.34%	$104.73 - $105.42 $174K - $175K	4.88K $512M
VCIT	-193 - 1.4%	$79.39 - $81.28 $15.3K - $15.7K	13.6K $1.09B
BAB	-404 - 1.24%	$26.24 - $27.27 $10.6K - $11K	32.1K $853M
CVX	-12 - 0.68%	$141.82 - $157.74 $1.7K - $1.89K	1.75K $276M
LVS	-1 - 0.01%	$47.93 - $55.25 $47.9 - $55.3	10.1K $520M

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

Stay updated on Capstone Capital Wealth Advisors with notifications on news.