Capasso Planning Partners »

Global X Fds shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $410k 26k 15.55

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)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding Global X Fds

New York Life Investment Management
Hedeker Wealth Management
Mirae Asset Global Investments
Bbjs Financial Advisors
Sonoma Private Wealth
Phoenix Wealth Advisors
Altfest L J & Co
Dynamic Advisors Solutions
Bank of America Corporation
Advisor Group Holdings
Capasso Planning Partners
Condor Capital Management
Creative Planning
Royal Bank of Canada
Lazard Asset Management

View all funds holding Global X Fds