Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP LLC | 08-09-2024 | 06-30-2024 | 68 | 152,917,108 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 101 | $453,439 | 7,733 | 0.00 | 0.00 | 60 | 0.78 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 102 | $440,671 | 6,886 | 0.00 | 0.00 | -1,649 | -19.32 | 06-30-2024 |
| ELI LILLY & CO | COM | 103 | $413,149 | 456 | 0.00 | 0.00 | 2 | 0.44 | 06-30-2024 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 104 | $409,730 | 10,124 | 0.00 | 0.00 | 95 | 0.95 | 06-30-2024 |
