Capstone Wealth Management Group, LLC Ishares Tr Transaction History
Capstone Wealth Management Group, LLC
- $139 Million
- Q1 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 92,435 shares of SHV stock, worth $10.2 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
92,435Holding current value
$10.2 Million% of portfolio
7.36%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
710Shares Held
94.4MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
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Black Rock Inc. New York, NY8.06MShares$890 Million0.02% of portfolio
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Morgan Stanley New York, NY5.65MShares$624 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA3.48MShares$385 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC3.35MShares$370 Million0.04% of portfolio