Capasso Planning Partners LLC SCHWAB STRATEGIC TR Transaction History

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025
Number of Shares
14,698
Previous 26,072 43.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-11,374 Reduced 43.63%
14,698 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-12,308 Reduced 32.07%
26,072 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-6,057 Reduced 13.63%
38,380 $0
Q4 2024

Feb 07, 2025
BUY
N/A
9,085 Added 25.7%
44,437 $0
Q3 2024

Dec 02, 2024
SELL
N/A
-7,524 Reduced 17.55%
35,352 $0
Q2 2024

Dec 02, 2024
BUY
N/A
42,876 New
42,876 $0
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