Private Client Services, LLC Innovator U.S. Small Cap Power Transaction History

Private Client Services, LLC

$186 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$29.61 - $31.13 $835,831 - $878,737	28,228 New	28,228 $869 Million

Others Institutions Holding KAPR

# of Institutions

93

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

353K
Shares

$12 Million
1.63% of portfolio
Commonwealth Equity Services, LLC

227K
Shares

$7.76 Million
0.01% of portfolio
O Donnell Financial Services, LLC

172K
Shares

$5.87 Million
2.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

159K
Shares

$5.44 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.25 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

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