Capasso Planning Partners LLC Utilities Sector Spdr Transaction History

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,805 shares of XLU stock, worth $463,471. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,805
Previous 13,337 56.47%
Holding current value
$463,471
Previous $1.08 Million 59.24%
% of portfolio
0.19%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$74.89 - $82.93 $564,071 - $624,628
-7,532 Reduced 56.47%
5,805 $439,000
Q3 2024

Dec 02, 2024
BUY
$67.67 - $80.78 $274,266 - $327,401
4,053 Added 43.66%
13,337 $1.08 Million
Q2 2024

Dec 02, 2024
BUY
$62.77 - $72.87 $582,756 - $676,525
9,284 New
9,284 $632,000

Others Institutions Holding XLU

# of Institutions
1,541
Shares Held
154M
Call Options Held
17.9M
Put Options Held
36.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email