Capasso Planning Partners LLC Incresed Positions in Q4 2024

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
27.3K
+ 94.7%
$59.74 - $60.03 $1.63M - $1.64M
56.2K $3.36M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
35.8K
+ 10.61%
$27.8 - $29.05 $995K - $1.04M
373K $10.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.39K
+ 12.71%
$80.13 - $83.77 $672K - $703K
74.4K $5.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.43K
+ 8.85%
$81.68 - $82.93 $443K - $450K
66.8K $5.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.24K
+ 10.48%
$77.86 - $79.27 $408K - $415K
55.2K $4.31M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.36K
+ 12.44%
$184.21 - $199.29 $250K - $270K
12.3K $2.26M
ACWI
Ishares Msci Acwi ETF

ETFs
1.05K
+ 22.9%
$117.05 - $123.03 $123K - $129K
5.62K $660K
BALT
Innovator Etfs Tr
1.39K
+ 7.81%
$30.76 - $31.55 $42.6K - $43.7K
19.1K $601K
EFV
Msci Eafe Value ETF

ETFs
2.02K
+ 17.55%
$51.78 - $57.15 $105K - $115K
13.5K $710K
VPN
Global X Fds Data Ctr Reits &

ETFs
2.65K
+ 7.48%
N/A
38K $606K
Innovator Etfs Trust
16.1K
+ 35.38%
N/A
61.7K $0
Innovator Etfs Trust
61K
+ 160.05%
N/A
99.1K $0
Schwab Strategic Tr
9.09K
+ 25.7%
N/A
44.4K $0
NUSC
Nuveen Esg Small Cap ETF

ETFs
199
+ 1.8%
$41.74 - $46.2 $8.31K - $9.19K
11.3K $473K
DVY
Ishares Tr

ETFs
16
+ 0.99%
$129.55 - $143.41 $2.07K - $2.29K
1.63K $214K
BNDX
Vanguard Total International B

ETFs
80
+ 0.99%
$48.91 - $50.61 $3.91K - $4.05K
8.19K $401K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
1
+ 0.01%
$48.65 - $54.12 $48.7 - $54.1
10.6K $520K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
277
+ 2.25%
$22.65 - $23.8 $6.27K - $6.59K
12.6K $285K
PANW
Palo Alto Networks Inc

Technology
488
+ 76.01%
$181.96 - $405.9 $88.8K - $198K
1.13K $205K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
147
+ 1.86%
$33.39 - $37.66 $4.91K - $5.54K
8.03K $268K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.7K
+ 62.54%
$18.41 - $40.87 $399K - $887K
56.4K $1.04M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.1K
+ 33.97%
$24.31 - $49.53 $244K - $498K
39.6K $966K
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.2K
+ 96.99%
$22.4 - $68.28 $856K - $2.61M
77.6K $1.8M
FNDX
Schwab Fundamental U S Large C

ETFs
69.2K
+ 110.03%
$23.49 - $71.77 $1.62M - $4.96M
132K $3.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34K
+ 37.29%
$26.93 - $84.95 $915K - $2.89M
125K $3.42M
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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