Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 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 95,205 shares of XLG stock, worth $4.82 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
95,205
Previous 81,094 17.4%
Holding current value
$4.82 Million
Previous $3.71 Million 21.97%
% of portfolio
2.67%
Previous 2.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$42.54 - $47.97 $600,281 - $676,904
14,111 Added 17.4%
95,205 $4.53 Million
Q2 2024

Aug 09, 2024
BUY
$39.84 - $46.12 $699,231 - $809,452
17,551 Added 27.62%
81,094 $3.71 Million
Q1 2024

Apr 18, 2024
BUY
$37.01 - $42.29 $2.35 Million - $2.69 Million
63,543 New
63,543 $2.68 Million

Others Institutions Holding XLG

# of Institutions
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email