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Global X Fds rbtcs artfl in shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Global X Fds rbtcs artfl in (BOTZ) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Global X Fds rbtcs artfl in

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds rbtcs artfl in held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds rbtcs artfl in by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 7.4k 32.15
2024-06-30 $237k 7.7k 30.85

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding Global X Fds rbtcs artfl in

Bank of America Corporation
Morgan Stanley
LPL Financial
Citigroup
Commonwealth Equity Services
Wells Fargo & Company
Pnc Financial Services
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial Services Advisors
Rafferty Asset Management
Granite Bay Wealth Management
Cetera Investment Advisers
Mirae Asset Global Investments
Susquehanna International

View all funds holding Global X Fds rbtcs artfl in