Capasso Planning Partners LLC Innovator Etfs Tr Us Equity Ac Transaction History
Capasso Planning Partners LLC
- $158 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding XBJA
# of Institutions
49Shares Held
2.17MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL385KShares$12.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL347KShares$10.9 Million0.01% of portfolio
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Sterling Financial Planning, Inc.275KShares$8.67 Million2.77% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ153KShares$4.82 Million0.01% of portfolio
-
Steward Partners Investment Advisory, LLC117KShares$3.69 Million0.02% of portfolio