Capstone Wealth Management Group, LLC Ishares Tr Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 141,459 shares of SHV stock, worth $15.6 Million. This represents 9.22% of its overall portfolio holdings.
Number of Shares
141,459
Previous 110,156
28.42%
Holding current value
$15.6 Million
Previous $12.2 Million
28.57%
% of portfolio
9.22%
Previous 7.91%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
113MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$806 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$576 Million0.05% of portfolio