Capstone Wealth Management Group, LLC Spdr S&P 600 Small Cap Value E Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
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 2,791 shares of SLYV stock, worth $246,026. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,791
Previous 2,776
0.54%
Holding current value
$246,026
Previous $217,000
11.52%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$236 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$132 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81.1 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$80.3 Million4.36% of portfolio