Capstone Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 28,612 shares of SPMO stock, worth $2.73 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
28,612
Previous 26,751
6.96%
Holding current value
$2.73 Million
Previous $2.34 Million
10.86%
% of portfolio
1.53%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
223Shares Held
17.5MCall Options Held
22.5KPut Options Held
29.7K-
Envestnet Asset Management Inc5.45MShares$521 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$185 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$119 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$68.4 Million0.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ617KShares$59 Million0.13% of portfolio