Capasso Planning Partners LLC Purchases and Sells in Q4 2024

Capasso Planning Partners LLC

$236 Million
Q4 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	27.3K + 94.7%	$59.74 - $60.03 $1.63M - $1.64M	56.2K $3.36M
SPTI	35.8K + 10.61%	$27.8 - $29.05 $995K - $1.04M	373K $10.4M
VCIT	8.39K + 12.71%	$80.13 - $83.77 $672K - $703K	74.4K $5.97M
SHY	5.43K + 8.85%	$81.68 - $82.93 $443K - $450K	66.8K $5.47M
VCSH	5.24K + 10.48%	$77.86 - $79.27 $408K - $415K	55.2K $4.31M
VOOV	1.36K + 12.44%	$184.21 - $199.29 $250K - $270K	12.3K $2.26M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAPR	76.8K New	$35.71 - $37.1 $2.74M - $2.85M	76.8K $2.82M
PJUL	68.1K New	$40.12 - $41.68 $2.73M - $2.84M	68.1K $2.8M
POCT	70.8K New	$38.63 - $40.03 $2.73M - $2.83M	70.8K $2.8M
PJAN	65.7K New	$41.16 - $42.25 $2.7M - $2.78M	65.7K $2.78M
IAPR	49.7K New	$26.66 - $28.18 $1.33M - $1.4M	49.7K $1.33M
UUP	23.4K New	$28.3 - $30.67 $662K - $717K	23.4K $687K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-41.7K - 27.09%	$567.81 - $607.81 $23.7M - $25.4M	112K $65.8M
AAPL	-25.2K - 49.24%	$221.69 - $259.02 $5.59M - $6.53M	26K $6.51M
VEA	-37.7K - 11.85%	$47.57 - $52.44 $1.79M - $1.98M	280K $13.4M
SPTM	-38.5K - 12.9%	$69.3 - $74.3 $2.67M - $2.86M	260K $18.5M
SUB	-20.7K - 78.43%	$104.94 - $106.2 $2.17M - $2.19M	5.68K $599K
GLD	-6.24K - 72.68%	$236.59 - $257.5 $1.48M - $1.61M	2.34K $567K

Activity Summary All Purchases 42 New Holdings 16 Increased Positions 26 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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