Capstone Wealth Management Group, LLC Spdr Portfolio Long Term Corpo Transaction History

Capstone Wealth Management Group, LLC

$139 Million
Q1 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 419,630 shares of SPLB stock, worth $9.46 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares

419,630

Previous 371,679 12.9%

Holding current value

$9.46 Million

Previous $8.84 Million 10.29%

% of portfolio

7.03%

Previous 8.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$22.65 - $23.8 $1.09 Million - $1.14 Million	47,951 Added 12.9%	419,630 $9.75 Million
Q4 2023 Jan 11, 2024	BUY	$20.07 - $24.05 $262,876 - $315,006	13,098 Added 3.65%	371,679 $8.84 Million
Q3 2023 Nov 09, 2023	BUY	$21.24 - $23.34 $994,371 - $1.09 Million	46,816 Added 15.02%	358,581 $7.62 Million
Q2 2023 Jul 27, 2023	BUY	$22.48 - $23.86 $801,591 - $850,799	35,658 Added 12.91%	311,765 $7.25 Million
Q1 2023 Apr 13, 2023	BUY	$22.37 - $24.4 $3.57 Million - $3.9 Million	159,789 Added 137.37%	276,107 $6.52 Million

Q4 2022 Jan 25, 2023	BUY	$20.94 - $24.07 $2.44 Million - $2.8 Million	116,318 New	116,318 $0

Others Institutions Holding SPLB

# of Institutions

133

Shares Held

18M

Call Options Held

2.8K

Put Options Held

64.1K

View Full List

About SPDR PORTFOLIO LONG TERM CORPO

Ticker SPLB
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Capstone Wealth Management Group, LLC Spdr Portfolio Long Term Corpo Transaction History