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Capital Advisors Wealth Management, LLC → VIRT

Capital Advisors Wealth Management, LLC VIRT Position History

Virtu Financial, Inc. • Financial Services

Quarters held
5
Latest value
$524K
Q3 2026
Peak value
$566K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$274K
Q4 2025$304K
Q1 2026$412K
Q2 2026$566K
Q3 2026$524K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$524K9.5K——
Q2 2026$566K9.5K——
Q1 2026$412K9.4K——
Q4 2025$304K9.1K——
Q3 2025$274K7.7K——

Other funds holding VIRT

Other Capital Advisors Wealth Management, LLC positions

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SCHW-PJ

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$48.5M
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VANGUARD SPECIALIZED FUNDS

$45.9M