Capasso Planning Partners LLC Closed Holding Positions

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q2 2022 Filed on Aug 11, 2022
38,041
$25.92 - $27.88 $986K - $1.06M
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
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
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Aug 11, 2022
3,000
$70.66 - $92.28 $212K - $277K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Aug 11, 2022
4,163
$46.78 - $48.31 $195K - $201K
IEP
Icahn Enterprises L.P.

Industrials
Q2 2022 Filed on Aug 11, 2022
5,040
$47.9 - $55.51 $241K - $280K
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
Xilinx Inc
Q1 2022 Filed on May 09, 2022
4,082
N/A
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 09, 2022
10,106
$10.43 - $18.53 $105K - $187K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 09, 2022
161
$51.26 - $136.31 $8.25K - $21.9K
PCG
Pg&E Corp

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