Capasso Planning Partners LLC First Tr Enhanced Traded Fd Iv Transaction History
Capasso Planning Partners LLC
- $158 Million
- Q3 2025
A detailed history of Capasso Planning Partners LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Capasso Planning Partners LLC holds 156,115 shares of FTSM stock, worth $9.36 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
156,115
Previous 199,991
21.94%
Holding current value
$9.36 Million
Previous $12 Million
21.89%
% of portfolio
5.92%
Previous 7.05%
Shares
6 transactions
Others Institutions Holding FTSM
# of Institutions
450Shares Held
83.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.3MShares$798 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$562 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA7.78MShares$467 Million0.09% of portfolio
-
Ubs Group Ag3.16MShares$189 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A62.95MShares$177 Million0.03% of portfolio