Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Capstone Wealth Management Group, LLC
- $185 Million
- Q4 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 111,657 shares of XLG stock, worth $5.72 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
111,657
Previous 95,205
17.28%
Holding current value
$5.72 Million
Previous $4.53 Million
23.27%
% of portfolio
3.01%
Previous 2.67%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
452Shares Held
73.9MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$409 Million0.17% of portfolio
-
Morgan Stanley New York, NY5.68MShares$291 Million0.02% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$267 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.88MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.09MShares$158 Million0.03% of portfolio