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Engine No 1 Etf Trust shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 4.1k 67.04
2024-06-30 $263k 4.1k 63.58
2024-03-31 $253k 4.1k 61.25

More positions owned by Capasso Planning Partners

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 Engine No 1 Etf Trust

Thrivent Financial for Lutherans
Pnc Financial Services
Jpmorgan Chase & Co
Angeles Investment
Goldman Sachs Group
Litman Gregory Asset Management
Dorsey & Whitney Trust Company
Bank of America Corporation
Pathstone Holdings
Financial Insights
Mutual Advisors
Values Added Financial
Cambridge Investment Research Advisors
Orion Portfolio Solutions
Aspiriant

View all funds holding Engine No 1 Etf Trust