Capasso Planning Partners LLC Innovator Etfs Tr Us Equity Ac Transaction History
Capasso Planning Partners LLC
- $236 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding XBJA
# of Institutions
37Shares Held
1.71MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL465KShares$13.7 Million0.03% of portfolio
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Sterling Financial Planning, Inc.230KShares$6.77 Million2.51% of portfolio
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Steward Partners Investment Advisory, LLC168KShares$4.94 Million0.04% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ105KShares$3.09 Million0.01% of portfolio
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Blue Bell Private Wealth Management, LLC89.7KShares$2.64 Million0.52% of portfolio