Capasso Planning Partners LLC Purchases in Q3 2024

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
31.8K
+ 25.96%
$517.38 - $573.86 $16.4M - $18.2M
154K $88.4M
VEA
Vanguard Ftse Developed Market

ETFs
56.6K
+ 21.66%
$47.6 - $53.31 $2.7M - $3.02M
318K $16.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.28K
+ 3.21%
$63.28 - $70.06 $587K - $650K
298K $20.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.5K
+ 2.4%
$77.23 - $87.97 $270K - $308K
149K $12.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.8K
+ 28.93%
$81.31 - $83.29 $1.12M - $1.15M
61.3K $5.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26.3K
+ 8.45%
$27.8 - $29.26 $730K - $769K
337K $9.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
23.9K
New
$38.04 - $45.36 $910K - $1.09M
23.9K $1.07M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.01K
New
$106.11 - $113.72 $743K - $797K
7.01K $791K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
40.9K
New
$17.9 - $19.03 $731K - $777K
40.9K $773K
KBA
Kraneshares Bosera Msci China

ETFs
29.8K
New
$20.7 - $25.93 $616K - $772K
29.8K $771K
GLD
Spdr Gold Trust

ETFs
2.19K
+ 34.33%
$215.56 - $246.98 $473K - $542K
8.58K $2.09M
SUB
Ishares Short Term National Mu

ETFs
6.29K
+ 31.37%
$104.3 - $106.3 $656K - $669K
26.3K $2.8M
AVEM
American Centy ETF Tr Avantis

ETFs
5.2K
+ 5.02%
$57.2 - $65.59 $298K - $341K
109K $7.03M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
21.7K
+ 120.91%
$28.97 - $29.74 $628K - $645K
39.6K $1.18M
EMB
Ishares Tr

ETFs
6.18K
New
$87.75 - $93.74 $542K - $579K
6.18K $577K
RFEM
First Trust Iii Riverfront Dyn

ETFs
6.91K
New
$60.61 - $70.03 $419K - $484K
6.91K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.42K
+ 14.25%
$105.53 - $118.34 $255K - $286K
19.4K $2.27M
XLU
Utilities Sector Spdr

ETFs
4.05K
+ 43.66%
$67.67 - $80.78 $274K - $327K
13.3K $1.08M
IBM
International Business Machines Corp

Technology
1.14K
+ 31.84%
$175.1 - $223.38 $200K - $256K
4.74K $1.05M
AVDV
American Centy ETF Tr Avantis

ETFs
1.06K
+ 1.75%
$62.52 - $71.12 $66.2K - $75.3K
61.6K $4.35M
VB
Vanguard Small Cap ETF

ETFs
1.28K
+ 21.3%
$214.77 - $237.72 $275K - $304K
7.29K $1.73M
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.27K
New
$49.38 - $54.19 $359K - $394K
7.27K $389K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9.71K
New
$33.89 - $41.64 $329K - $404K
9.71K $386K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.93K
+ 41.3%
$49.93 - $51.15 $346K - $354K
23.7K $1.21M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.14K
New
$105.92 - $110.83 $333K - $348K
3.14K $347K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.54K
+ 6.61%
$57.32 - $62.65 $145K - $159K
41K $2.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
223
+ 3.77%
$475.2 - $527.7 $106K - $118K
6.14K $3.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.83K
+ 45.89%
$113.41 - $125.62 $208K - $230K
5.82K $731K
IWM
Ishares Russell 2000 ETF

ETFs
734
+ 15.91%
$200.87 - $224.6 $147K - $165K
5.35K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.07K
New
$76.38 - $78.87 $234K - $242K
3.07K $241K
UPV
Proshares Ultra Ftse Europe

ETFs
2.97K
+ 56.85%
$58.55 - $70.26 $174K - $209K
8.21K $566K
PANW
Palo Alto Networks Inc

Technology
642
New
$294.18 - $368.01 $189K - $236K
642 $219K
ORCL
Oracle Corp

Technology
1.21K
New
$125.9 - $170.35 $153K - $207K
1.21K $206K
FNDF
Schwab Fundamental Intl Large

ETFs
5.51K
New
$33.67 - $37.71 $185K - $208K
5.51K $205K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1K
+ 2.72%
$41.9 - $48.26 $42K - $48.4K
37.9K $1.81M
INDA
Ishares Msci India Index Fund

ETFs
2.55K
+ 36.63%
$54.86 - $59.22 $140K - $151K
9.51K $556K
VOOV
Vanguard S&P 500 Value ETF

ETFs
6
+ 0.06%
$175.0 - $190.72 $1.05K - $1.14K
10.9K $2.08M
IEFA
Ishares Tr

ETFs
1.58K
+ 28.33%
$70.09 - $78.74 $111K - $124K
7.16K $558K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.96K
+ 29.15%
$54.98 - $59.51 $107K - $116K
8.66K $515K
EFV
Msci Eafe Value ETF

ETFs
1.38K
+ 13.61%
$51.72 - $57.96 $71.3K - $79.9K
11.5K $662K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
336
+ 4.13%
$178.94 - $207.0 $60.1K - $69.6K
8.46K $1.7M
VNQ
Vanguard Specialized Funds Van

ETFs
620
+ 23.86%
$82.97 - $98.97 $51.4K - $61.4K
3.22K $313K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
270
+ 3.9%
$113.45 - $126.18 $30.6K - $34.1K
7.2K $908K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.1%
$333.64 - $405.2 $334 - $405
1.01K $409K
ACWI
Ishares Msci Acwi ETF

ETFs
251
+ 5.8%
$107.24 - $119.84 $26.9K - $30.1K
4.58K $547K
FNDA
Schwab Fundamental U S Small C

ETFs
521
+ 10.62%
$54.26 - $60.01 $28.3K - $31.3K
5.43K $323K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
142
+ 1.25%
$50.02 - $54.5 $7.1K - $7.74K
11.5K $625K
VPN
Global X Fds Data Ctr Reits &

ETFs
1.32K
+ 3.86%
$14.75 - $16.25 $19.4K - $21.4K
35.4K $563K
BALT
Innovator Etfs Tr
1.11K
+ 6.65%
$29.76 - $30.83 $32.9K - $34.1K
17.7K $546K
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 78 Reductions 69 Sold out 9 Options Calls 0 Puts 0
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