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Institutional Investment Manager
Capital Wealth Planning, LLC
Capital Wealth Planning, LLC (CIK: 0001566728) incorporated in Florida, located at 9015 Strada Stell Court, Naples, FL. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 103 holdings with a total value of $125,477,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 Call BBT 12-18-15 @ 44 10,000 1,000 0.00% Call
102 Savoy Energy Corp 25,000 1,000 0.00%
103 Put UPS 10-16-15 @ 85 10,000 1,000 0.00% Put
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566728-15-000005, filed 2015.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.