Capasso Planning Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Capasso Planning Partners LLC
- $158 Million
- Q3 2025
A detailed history of Capasso Planning Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,569 shares of STIP stock, worth $881,493. This represents 0.56% of its overall portfolio holdings.
Number of Shares
8,569
Previous 9,704
11.7%
Holding current value
$881,493
Previous $998,000
11.32%
% of portfolio
0.56%
Previous 0.59%
Shares
16 transactions
Others Institutions Holding STIP
# of Institutions
860Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio