Capstone Wealth Management, LLC EA SERIES TRUST Transaction History

Capstone Wealth Management, LLC

  • $130 Billion
  • Q3 2025
Number of Shares
703,770
Previous 663,448 6.08%
Holding current value
$15.9 Billion
Previous $13.5 Billion 17.9%
% of portfolio
12.27%
Previous 11.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
40,322 Added 6.08%
703,770 $15.9 Billion
Q2 2025

Jul 14, 2025
BUY
N/A
95,480 Added 16.81%
663,448 $13.5 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
14,004 Added 2.53%
567,968 $11 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
553,964 New
553,964 $12 Billion
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