Capasso Planning Partners LLC Closed Holding Positions

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLE
Energy Sector Spdr

ETFs
Q3 2024 Filed on Dec 02, 2024
3,896
$84.35 - $93.39 $329K - $364K
AXP
American Express CO

Financial Services
Q3 2024 Filed on Dec 02, 2024
1,067
$225.92 - $271.17 $241K - $289K
KO
Coca Cola CO

Consumer Defensive
Q3 2024 Filed on Dec 02, 2024
8,717
$62.69 - $73.01 $546K - $636K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2024 Filed on Dec 02, 2024
4,240
$37.32 - $51.8 $158K - $220K
Ea Series Trust
Q3 2024 Filed on Dec 02, 2024
11,510
N/A
XDQQ
Innovator Etfs Tr Growth Accel
Q3 2024 Filed on Dec 02, 2024
72,202
$27.96 - $32.11 $2.02M - $2.32M
Innovator Etfs Trust
Q3 2024 Filed on Dec 02, 2024
23,838
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q3 2024 Filed on Dec 02, 2024
109,216
$27.35 - $27.85 $2.99M - $3.04M
JPM
Jpmorgan Chase & CO

Financial Services
Q3 2024 Filed on Dec 02, 2024
1,099
$194.9 - $224.8 $214K - $247K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Aug 11, 2022
4,163
$46.78 - $48.31 $195K - $201K
EPR
Epr Properties

Real Estate
Q2 2022 Filed on Aug 11, 2022
5,000
$43.56 - $55.89 $218K - $279K
SAN
Banco Santander, S.A.

Financial Services
Q2 2022 Filed on Aug 11, 2022
15,000
$2.7 - $3.49 $40.5K - $52.4K
AVUS
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 11, 2022
7,602
$63.84 - $77.62 $485K - $590K
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q2 2022 Filed on Aug 11, 2022
38,041
$25.92 - $27.88 $986K - $1.06M
UPH
Up Health, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
10,000
$0.52 - $1.18 $5.2K - $11.8K
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2022 Filed on Aug 11, 2022
45,000
$4.33 - $5.4 $195K - $243K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q2 2022 Filed on Aug 11, 2022
20,000
$5.55 - $7.26 $111K - $145K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 09, 2022
12,000
$16.87 - $26.04 $202K - $312K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 09, 2022
367
$331.01 - $597.37 $121K - $219K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 09, 2022
10,106
$10.43 - $18.53 $105K - $187K
PCG
Pg&E Corp

Utilities
Q1 2022 Filed on May 09, 2022
10,016
$10.51 - $13.01 $105K - $130K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,262
$87.78 - $223.31 $111K - $282K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 09, 2022
161
$51.26 - $136.31 $8.25K - $21.9K
Xilinx Inc
Q1 2022 Filed on May 09, 2022
4,082
N/A
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