Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 35,600 shares of POCT stock, worth $1.54 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
35,600
Previous 42,940
17.09%
Holding current value
$1.54 Million
Previous $1.67 Billion
11.87%
% of portfolio
0.54%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio