Capstone Wealth Management Group, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Capstone Wealth Management Group, LLC
- $172 Million
- Q1 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 828,427 shares of BSCQ stock, worth $16.2 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
828,427
Previous 870,589
4.84%
Holding current value
$16.2 Million
Previous $16.9 Million
4.6%
% of portfolio
9.41%
Previous 9.12%
Shares
10 transactions
Others Institutions Holding BSCQ
# of Institutions
424Shares Held
189MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA63.1MShares$1.23 Billion5.12% of portfolio
-
Ubs Group Ag9.71MShares$189 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.24MShares$141 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.04MShares$137 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.32MShares$123 Million0.05% of portfolio