Capstone Wealth Management Group, LLC Invesco S&P 500 Value With Mom Put Options Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SPVM
# of Institutions
22Shares Held
438KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11.4 Million5.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$7.05 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.35 Million0.0% of portfolio
-
Morgan Stanley New York, NY30.5KShares$1.96 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL23KShares$1.48 Million0.0% of portfolio