Capstone Wealth Management Group, LLC Spdr Portfolio Intermediate Te Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio