Capstone Financial Advisors, Inc. Sells in Q3 2024

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-343K
- 22.48%
$58.03 - $65.37 $19.9M - $22.4M
1.18M $76.7M
DFAX
Dimensional ETF Tr
-639K
- 22.25%
$24.29 - $27.25 $15.5M - $17.4M
2.23M $60.3M
IXUS
Ishares Tr

ETFs
-157K
- 15.09%
$64.9 - $73.35 $10.2M - $11.5M
885K $64.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.52K
- 6.17%
$161.02 - $200.0 $406K - $505K
38.4K $7.15M
DFAI
Dimensional ETF Tr

ETFs
-24.9K
- 55.95%
$28.69 - $32.06 $714K - $798K
19.6K $623K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-632
- 27.68%
$434.77 - $502.96 $275K - $318K
1.65K $805K
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.14K
- 49.16%
$56.47 - $63.69 $290K - $327K
5.31K $334K
GOOGL
Alphabet Inc.

Communication Services
-970
- 16.76%
$148.65 - $191.18 $144K - $185K
4.82K $798K
NVDA
Nvidia Corp

Technology
-658
- 1.55%
$98.91 - $134.91 $65.1K - $88.8K
41.8K $5.08M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-835
- 5.15%
$49.83 - $62.75 $41.6K - $52.4K
15.4K $885K
F
Ford Motor CO

Consumer Cyclical
-3.61K
- 11.66%
$9.71 - $14.55 $35.1K - $52.6K
27.4K $289K
VEA
Vanguard Ftse Developed Market

ETFs
-2.5K
- 23.74%
$47.6 - $53.31 $119K - $133K
8.02K $423K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.29K
- 15.23%
$91.37 - $101.65 $118K - $131K
7.19K $730K
T
At&T Inc.

Communication Services
-5.22K
- 35.83%
$18.21 - $22.28 $95.1K - $116K
9.36K $205K
XLV
Select Sector Spdr Fund Health

ETFs
-454
- 24.49%
$143.3 - $157.24 $65.1K - $71.4K
1.4K $215K
HON
Honeywell International Inc

Industrials
-65
- 6.02%
$196.73 - $220.21 $12.8K - $14.3K
1.01K $209K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-440
- 3.66%
$50.61 - $50.96 $22.3K - $22.4K
11.6K $589K
STRV
Ea Ser Tr Strive 500 ETF
-2.5K
- 22.22%
N/A
8.75K $0
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.06%
$128.67 - $183.96 $129 - $184
1.71K $280K
ZVIA
Zevia Pbc

Consumer Defensive
-15K
- 23.08%
$0.62 - $1.23 $9.3K - $18.5K
50K $54K
PTLO
Portillo'S Inc.

Consumer Cyclical
-6.04K
- 16.11%
$8.88 - $13.54 $53.7K - $81.8K
31.5K $424K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.71K
- 2.61%
$49.77 - $51.95 $185K - $193K
139K $7.19M
FITB
Fifth Third Bancorp

Financial Services
-1.19K
- 5.15%
$36.01 - $43.64 $42.9K - $51.9K
21.9K $939K
ICE
Intercontinental Exchange, Inc.

Financial Services
-29
- 0.56%
$136.93 - $162.81 $3.97K - $4.72K
5.2K $834K
ACN
Accenture PLC

Technology
-215
- 3.77%
$295.44 - $355.81 $63.5K - $76.5K
5.48K $1.94M
CBOE
Cboe Global Markets, Inc.

Financial Services
-36
- 0.56%
$168.57 - $213.65 $6.07K - $7.69K
6.38K $1.3M
BMY
Bristol Myers Squibb CO

Healthcare
-23
- 0.1%
$39.66 - $51.75 $912 - $1.19K
22.4K $1.16M
IBM
International Business Machines Corp

Technology
-34
- 0.67%
$175.1 - $223.38 $5.95K - $7.59K
5.03K $1.11M
AVRE
American Centy ETF Tr Avantis
-30.6K
- 10.37%
$40.95 - $48.28 $1.25M - $1.48M
265K $12.5M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-29.7K
- 5.86%
$67.66 - $75.54 $2.01M - $2.24M
476K $35.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-104
- 0.64%
$523.84 - $572.02 $54.5K - $59.5K
16.1K $9.18M
TILT
Flexshares Tr

ETFs
-833
- 0.51%
$192.68 - $212.84 $161K - $177K
163K $34.6M
AAPL
Apple Inc.

Technology
-1.2K
- 0.75%
$207.23 - $234.82 $248K - $281K
159K $37M
MCD
Mcdonalds Corp

Consumer Cyclical
-10.8K
- 4.79%
$245.82 - $304.51 $2.65M - $3.28M
214K $65.1M
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 1
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