Capasso Planning Partners LLC Wisdomtree Tr Efficient Gold P Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding GDE
# of Institutions
9Shares Held
257KCall Options Held
0Put Options Held
0-
Wealthcare Advisory Partners LLC West Chester, PA195KShares$6.99 Million0.21% of portfolio
-
Jane Street Group, LLC New York, NY36.2KShares$1.3 Million0.0% of portfolio
-
Worth Asset Management, LLC13.8KShares$495,7280.29% of portfolio
-
Integrated Wealth Concepts LLC12KShares$431,8610.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ137Shares$4,9120.0% of portfolio