Capasso Planning Partners LLC First Trust Iii Riverfront Dyn Transaction History

Capasso Planning Partners LLC

  • $226 Million
  • Q1 2025

A detailed history of Capasso Planning Partners LLC transactions in First Trust Iii Riverfront Dyn stock. As of the latest transaction made, Capasso Planning Partners LLC holds 6,036 shares of RFEM stock, worth $430,910. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,036
Previous 7,802 22.64%
Holding current value
$430,910
Previous $493,000 20.49%
% of portfolio
0.17%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$61.6 - $67.52 $108,785 - $119,240
-1,766 Reduced 22.64%
6,036 $392,000
Q4 2024

Feb 07, 2025
BUY
$62.89 - $68.65 $56,223 - $61,373
894 Added 12.94%
7,802 $493,000
Q3 2024

Dec 02, 2024
BUY
$60.61 - $70.03 $418,693 - $483,767
6,908 New
6,908 $470,000

Others Institutions Holding RFEM

# of Institutions
42
Shares Held
415K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST III RIVERFRONT DYN

RFEM Quotes by TradingView
  • Ticker RFEM
  • Sector ETFs
  • Industry ETFs
More about RFEM
Track This Portfolio

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email