Capasso Planning Partners LLC Innovator Etfs Tr Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 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 58,978 shares of BALT stock, worth $1.84 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
58,978
Previous 50,475
16.85%
Holding current value
$1.84 Million
Previous $1.44 Million
19.63%
% of portfolio
0.72%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.9MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.3 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$53.9 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.7 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.2 Million0.05% of portfolio