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 58,978 shares of BALT stock, worth $1.77 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
58,978
Previous 50,475 16.85%
Holding current value
$1.77 Million
Previous $1.44 Million 19.63%
% of portfolio
0.72%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$28.46 - $29.26 $241,995 - $248,797
8,503 Added 16.85%
58,978 $1.73 Million
Q4 2023

Jan 26, 2024

SELL
$27.69 - $28.57 $3.83 Million - $3.96 Million
-138,449 Reduced 73.28%
50,475 $1.44 Million
Q3 2023

Oct 25, 2023

BUY
$27.8 - $28.21 $5.25 Million - $5.33 Million
188,924 New
188,924 $5.25 Million

Others Institutions Holding BALT

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
Track This Portfolio

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.