Bcs Wealth Management Innovator U.S. Small Cap Power Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Bcs Wealth Management holds 9,562 shares of KAPR stock, worth $292,979. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,562
Previous 9,600
0.4%
Holding current value
$292,979
Previous $280,000
6.43%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC174KShares$5.34 Million2.87% of portfolio
-
Valtinson Bruner Financial Planning LLC158KShares$4.85 Million2.66% of portfolio
-
Spectrum Investment Advisors, Inc. Mequon, WI149KShares$4.55 Million3.42% of portfolio
-
Tradition Wealth Management, LLC148KShares$4.53 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC147KShares$4.5 Million0.01% of portfolio