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 $394,392. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,036
Previous 7,802
22.64%
Holding current value
$394,392
Previous $493,000
20.49%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding RFEM
# of Institutions
41Shares Held
542KCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA123KShares$8.04 Million0.01% of portfolio
-
River Front Investment Group, LLC Richmond, VA80KShares$5.23 Million0.12% of portfolio
-
Envestnet Asset Management Inc45.5KShares$2.97 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI44.1KShares$2.88 Million0.01% of portfolio
-
Prospera Financial Services Inc33.2KShares$2.17 Million0.05% of portfolio