Capasso Planning Partners LLC Innovator Etfs Tr Transaction History
Capasso Planning Partners LLC
- $330 Million
- Q3 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 17,742 shares of BALT stock, worth $561,002. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,742
Previous 16,636
6.65%
Holding current value
$561,002
Previous $499,000
9.42%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
134Shares Held
19.1MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.4 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.5 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.3 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.4 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.6 Million0.05% of portfolio