Capstone Wealth Management Group, LLC Invesco S&P Smallcap Momentum Transaction History
Capstone Wealth Management Group, LLC
- $185 Million
- Q4 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 19,605 shares of XSMO stock, worth $1.36 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
19,605Holding current value
$1.36 Million% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding XSMO
# of Institutions
183Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$88.3 Million0.04% of portfolio
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Envestnet Asset Management Inc1.23MShares$85.5 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$83.2 Million0.19% of portfolio
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Mainstay Capital Management LLC701KShares$48.8 Million8.51% of portfolio
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Steward Partners Investment Advisory, LLC481KShares$33.5 Million0.3% of portfolio