Cap Wealth Advisors, LLC GE VERNOVA INC COM Transaction History

Cap Wealth Advisors, LLC

  • $990 Million
  • Q2 2025
Number of Shares
47,998
Previous 48,465 0.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-467 Reduced 0.96%
47,998 $0
Q1 2025

Apr 30, 2025
SELL
N/A
-13,756 Reduced 22.11%
48,465 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-1,659 Reduced 2.6%
62,221 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-130 Reduced 0.2%
63,880 $0
Q2 2024

Aug 05, 2024
BUY
N/A
64,010 New
64,010 $0
Track This Portfolio

Track Cap Wealth Advisors, LLC Portfolio

Follow Cap Wealth Advisors, 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 Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email