Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Capstone Wealth Management Group, LLC
- $154 Million
- Q2 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 81,094 shares of XLG stock, worth $3.83 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
81,094
Previous 63,543
27.62%
Holding current value
$3.83 Million
Previous $2.68 Million
38.59%
% of portfolio
2.41%
Previous 1.93%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
400Shares Held
66.7MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$342 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$255 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$251 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$184 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$136 Million0.04% of portfolio