Capasso Planning Partners LLC Innovator Etfs Tr Us Equity Ac Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Capasso Planning Partners LLC holds 135,144 shares of XBJA stock, worth $3.87 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
135,144
Previous 130,061
3.91%
Holding current value
$3.87 Million
Previous $3.35 Million
8.78%
% of portfolio
1.52%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding XBJA
# of Institutions
34Shares Held
2.15MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL546KShares$15.6 Million0.03% of portfolio
-
Sterling Financial Planning, Inc.222KShares$6.36 Million2.39% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL194KShares$5.56 Million3.43% of portfolio
-
Steward Partners Investment Advisory, LLC169KShares$4.83 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.12 Million0.01% of portfolio