Capstone Wealth Management Group, LLC Spdr S&P 600 Small Cap Value E Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 2,789 shares of SLYV stock, worth $245,236. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,789
Previous 2,774
0.54%
Holding current value
$245,236
Previous $217,000
2.3%
% of portfolio
0.21%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio