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

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 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 430,302 shares of SPLB stock, worth $9.63 Million. This represents 6.12% of its overall portfolio holdings.

Number of Shares
430,302
Previous 408,453 5.35%
Holding current value
$9.63 Million
Previous $9.21 Million 12.88%
% of portfolio
6.12%
Previous 5.99%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$22.25 - $24.44 $486,140 - $533,989
21,849 Added 5.35%
430,302 $10.4 Million
Q2 2024

Aug 09, 2024
SELL
$21.93 - $23.08 $245,111 - $257,965
-11,177 Reduced 2.66%
408,453 $9.21 Million
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
$20.56 - $24.07 $2.39 Million - $2.8 Million
116,318 New
116,318 $0

Others Institutions Holding SPLB

# of Institutions
144
Shares Held
30.4M
Call Options Held
33.2K
Put Options Held
7.3K
View Full List

About SPDR PORTFOLIO LONG TERM CORPO

SPLB Quotes by TradingView
  • Ticker SPLB
  • Sector ETFs
  • Industry ETFs
More about SPLB
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