Capasso Planning Partners LLC Reduced Holdings in Q3 2024

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-305
- 3.12%
$27.7 - $31.39 $8.45K - $9.57K
9.48K $274K
DUK
Duke Energy Corp

Utilities
-247
- 11.85%
$99.35 - $117.71 $24.5K - $29.1K
1.84K $211K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-338
- 2.68%
$22.51 - $23.92 $7.61K - $8.08K
12.3K $292K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-451
- 5.41%
$32.04 - $37.11 $14.5K - $16.7K
7.88K $287K
DVY
Ishares Tr

ETFs
-119
- 6.87%
$119.99 - $135.74 $14.3K - $16.2K
1.61K $218K
ETN
Eaton Corp PLC

Industrials
-4
- 0.56%
$272.52 - $333.02 $1.09K - $1.33K
708 $234K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-380
- 4.39%
$75.63 - $84.89 $28.7K - $32.3K
8.27K $696K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-444
- 3.85%
$38.89 - $42.97 $17.3K - $19.1K
11.1K $474K
MUB
Ishares National Muni Bond ETF

ETFs
-48
- 0.22%
$106.13 - $108.7 $5.09K - $5.22K
21.3K $2.31M
DE
Deere & CO

Industrials
-2
- 0.22%
$344.84 - $418.0 $690 - $836
905 $377K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-161
- 1.26%
$75.32 - $84.37 $12.1K - $13.6K
12.6K $1.05M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.46K
- 3.59%
$79.29 - $84.02 $195K - $206K
66K $5.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-321
- 0.64%
$76.94 - $79.54 $24.7K - $25.5K
50K $3.97M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.26%
$1591.44 - $2140.1 $1.59K - $2.14K
378 $775K
VTI
Vanguard Total Stock Market Et

ETFs
-63
- 0.46%
$255.18 - $283.2 $16.1K - $17.8K
13.5K $3.83M
REET
Ishares Global Reit ETF

ETFs
-2.39K
- 1.93%
$23.07 - $27.17 $55.1K - $64.9K
122K $3.24M
AAPL
Apple Inc.

Technology
-1.61K
- 3.06%
$207.23 - $234.82 $334K - $379K
51.2K $11.9M
TTD
Trade Desk, Inc.

Technology
-5
- 0.01%
$83.08 - $110.79 $415 - $554
73.7K $8.08M
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 78 Reductions 69 Sold out 9 Options Calls 0 Puts 0
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