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Joint shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Joint (JYNT) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Joint

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All positions including Joint held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Joint by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $157k 12k 13.06

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Joint

Vanguard Group
BlackRock
Skylands Capital
Goldman Sachs Group
Geode Capital Management
D. E. Shaw & Co
First Foundation Advisors
Morgan Stanley
Dimensional Fund Advisors
Northern Trust
Verus Capital Partners
Royce & Associates
O'Brien Greene & Co
JCP Investment Management
Douglass Winthrop Advisors

View all funds holding Joint