Capasso Planning Partners LLC

Q2 2025 13F Holdings

Location
Charleston, SC
Holdings as of
6/30/2025
Value ($000)
$176,807
Num holdings
83
Date filed
8/6/2025
Form type
13F-HR
Prev filing
4/23/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type