Capasso Planning Partners LLC Wisdomtree Tr Efficient Gold P Transaction History

Capasso Planning Partners LLC

$236 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$23.78 - $25.59 $211,023 - $227,085	8,874 New	8,874 $221,000

Others Institutions Holding GDE

# of Institutions

15

Shares Held

422K

Call Options Held

0

Put Options Held

0

Wealthcare Advisory Partners LLC West Chester, PA

178K
Shares

$7.51 Million
0.19% of portfolio
Mc Grath & Associates, Inc. Asheville, NC

62.4K
Shares

$2.64 Million
4.67% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.3K
Shares

$2.51 Million
0.0% of portfolio
Magnolia Private Wealth, LLC Philadelphia, PA

39.6K
Shares

$1.67 Million
1.26% of portfolio
Worth Asset Management, LLC

22K
Shares

$931,250
0.47% of portfolio

About WISDOMTREE TR EFFICIENT GOLD P

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