Capstone Wealth Management Group, LLC Invesco S&P 500 Value With Mom Transaction History
Capstone Wealth Management Group, LLC
- $172 Million
- Q1 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 76,790 shares of SPVM stock, worth $4.47 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
76,790Holding current value
$4.47 Million% of portfolio
2.57%Shares
1 transactions
Others Institutions Holding SPVM
# of Institutions
25Shares Held
487KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.141KShares$8.21 Million4.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC81.6KShares$4.75 Million0.0% of portfolio
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Cooper Financial Group48KShares$2.79 Million0.38% of portfolio
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Bank Of America Corp Charlotte, NC35.7KShares$2.08 Million0.0% of portfolio
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Morgan Stanley New York, NY31.6KShares$1.84 Million0.0% of portfolio