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 $1.77 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
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio