Beacon Financial Advisory LLC Innovator U.S. Small Cap Power Transaction History
Beacon Financial Advisory LLC
- $344 Million
- Q2 2025
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,681 shares of KAPR stock, worth $350,764. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,681
Previous 10,681
-0.0%
Holding current value
$350,764
Previous $329,000
4.86%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
106Shares Held
4.28MCall Options Held
0Put Options Held
0-
Susquehanna International Group, LLP Bala Cynwyd, PA842KShares$27.6 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL513KShares$16.9 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC274KShares$9.01 Million0.01% of portfolio
-
O Donnell Financial Services, LLC139KShares$4.56 Million1.97% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.53 Million0.39% of portfolio