Capasso Planning Partners LLC Innovator Etfs Tr Us Equity Ac Transaction History
Capasso Planning Partners LLC
- $170 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding XBJA
# of Institutions
47Shares Held
2.08MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL390KShares$12 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL360KShares$11.1 Million0.02% of portfolio
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Sterling Financial Planning, Inc.262KShares$8.03 Million2.73% of portfolio
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Steward Partners Investment Advisory, LLC122KShares$3.74 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.35 Million0.01% of portfolio