Capasso Planning Partners LLC Purchases and Sells in Q1 2024

Capasso Planning Partners LLC

$240 Million
Q1 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	16.6K + 16.37%	$467.28 - $523.17 $7.76M - $8.69M	118K $61.8M
SPTM	13.6K + 4.54%	$57.38 - $64.15 $779K - $871K	313K $20.1M
VEA	11.4K + 4.41%	$46.21 - $50.27 $527K - $574K	270K $13.5M
AVEM	9.82K + 10.01%	$53.02 - $58.54 $520K - $575K	108K $6.25M
SLYV	7.3K + 5.14%	$77.43 - $82.98 $565K - $606K	149K $12.4M
VOO	350 + 5.35%	$429.43 - $481.35 $150K - $168K	6.89K $3.31M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	31.8K New	$59.62 - $59.91 $1.89M - $1.9M	31.8K $1.89M
GOOG	4.69K New	$132.56 - $154.84 $621K - $726K	4.69K $713K
VPN	26.4K New	$14.09 - $16.08 $372K - $424K	26.4K $410K
VV	1.32K New	$214.62 - $240.49 $283K - $317K	1.32K $315K
SDVY	8.06K New	$31.21 - $34.82 $252K - $281K	8.06K $280K
VOTE	4.13K New	$54.6 - $61.25 $226K - $253K	4.13K $253K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-10.7K - 24.23%	$75.25 - $80.63 $809K - $866K	33.6K $2.71M
REET	-17K - 10.71%	$22.72 - $24.32 $385K - $412K	141K $3.35M
SUB	-3.88K - 15.7%	$104.73 - $105.42 $406K - $409K	20.8K $2.18M
JNJ	-1.9K - 17.72%	$155.22 - $162.74 $295K - $309K	8.82K $1.39M
MUB	-2.45K - 9.53%	$107.41 - $108.76 $263K - $266K	23.2K $2.5M
SCHC	-6.1K - 30.15%	$33.2 - $35.86 $203K - $219K	14.1K $506K

Activity Summary All Purchases 60 New Holdings 13 Increased Positions 47 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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