Capasso Planning Partners LLC Innovator Etfs Tr Us Equity Ac Transaction History
Capasso Planning Partners LLC
- $330 Million
- Q3 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 27,973 shares of XBJA stock, worth $804,783. This represents 0.24% of its overall portfolio holdings.
Number of Shares
27,973
Previous 114,948
75.66%
Holding current value
$804,783
Previous $3.18 Million
75.09%
% of portfolio
0.24%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding XBJA
# of Institutions
34Shares Held
2.05MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL546KShares$15.7 Million0.03% of portfolio
-
Sterling Financial Planning, Inc.222KShares$6.39 Million2.39% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL194KShares$5.59 Million3.43% of portfolio
-
Steward Partners Investment Advisory, LLC169KShares$4.85 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.14 Million0.01% of portfolio