Capstone Wealth Management Group, LLC Spdr Portfolio Transaction History
Capstone Wealth Management Group, LLC
- $139 Million
- Q1 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 4,391 shares of SPYG stock, worth $357,471. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,391
Previous 4,460
1.55%
Holding current value
$357,471
Previous $290,000
10.69%
% of portfolio
0.23%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding SPYG
# of Institutions
995Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.28 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.76 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.04 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$642 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$605 Million12.32% of portfolio