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
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
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