CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPVM Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco Russell Top 200 Pure Value ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 76,790.00 shares of Invesco Russell Top 200 Pure Value ETF(SPVM), totaling $4.41 Mil. This investment constitutes 2.51% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 8.35% of the outstanding Invesco Russell Top 200 Pure Value ETF(SPVM) stock.
The initial trade took place in 2025Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of SPVM, at an average price of $58.36, for a total of 76,790.00 shares. Based on historical transaction data and SPVM's current price of $60.52, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SPVM holdings is $166,027.66, reflecting a 3.70% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPVM ($60.52) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC SPVM ($60.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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