Capasso Planning Partners LLC Ishares Global Reit ETF Transaction History
Capasso Planning Partners LLC
- $158 Million
- Q3 2025
A detailed history of Capasso Planning Partners LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 75,460 shares of REET stock, worth $1.9 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
75,460
Previous 76,024
0.74%
Holding current value
$1.9 Million
Previous $1.88 Million
2.72%
% of portfolio
1.22%
Previous 1.11%
Shares
16 transactions
Others Institutions Holding REET
# of Institutions
333Shares Held
71MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio