Capstone Wealth Management Group, LLC Invesco S&P 500 Value With Mom Transaction History
Capstone Wealth Management Group, LLC
- $172 Million
- Q1 2025
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 76,790 shares of SPVM stock, worth $4.28 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
76,790Holding current value
$4.28 Million% of portfolio
2.57%Shares
1 transactions
Others Institutions Holding SPVM
# of Institutions
25Shares Held
346KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC73.5KShares$4.1 Million0.0% of portfolio
-
Cooper Financial Group49.4KShares$2.76 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC36.2KShares$2.02 Million0.0% of portfolio
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Morgan Stanley New York, NY29KShares$1.61 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.9KShares$1.5 Million0.0% of portfolio