Capstone Wealth Management Group, LLC Invesco S&P 500 Value With Mom Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding SPVM
# of Institutions
24Shares Held
413KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.141KShares$8.65 Million4.07% of portfolio
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Lpl Financial LLC Fort Mill, SC81.6KShares$5.01 Million0.0% of portfolio
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Cooper Financial Group47.5KShares$2.92 Million0.35% of portfolio
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Bank Of America Corp Charlotte, NC35.7KShares$2.19 Million0.0% of portfolio
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Morgan Stanley New York, NY31.6KShares$1.94 Million0.0% of portfolio