Capasso Planning Partners LLC Ishares Core S&P 500 ETF Transaction History
Capasso Planning Partners LLC
- $236 Million
- Q4 2024
A detailed history of Capasso Planning Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 584 shares of IVV stock, worth $330,287. This represents 0.15% of its overall portfolio holdings.
Number of Shares
584
Previous 874
33.18%
Holding current value
$330,287
Previous $504,000
31.94%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding IVV
# of Institutions
3,866Shares Held
762MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17.3 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.8 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.4 Billion17.72% of portfolio