Capasso Planning Partners LLC Innovator Etfs Tr Transaction History
Capasso Planning Partners LLC
- $236 Million
- Q4 2024
A detailed history of Capasso Planning Partners LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 19,128 shares of BALT stock, worth $607,122. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,128
Previous 17,742
7.81%
Holding current value
$607,122
Previous $546,000
10.07%
% of portfolio
0.25%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding BALT
# of Institutions
148Shares Held
20.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.7 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$35.2 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$25.2 Million0.01% of portfolio