Beacon Financial Advisory LLC Innovator U.S. Small Cap Power Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 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 $365,183. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,681
Previous 10,681
-0.0%
Holding current value
$365,183
Previous $345,000
5.8%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
110Shares Held
3.56MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL557KShares$19 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC266KShares$9.09 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ178KShares$6.08 Million0.01% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.71 Million0.39% of portfolio
-
O Donnell Financial Services, LLC134KShares$4.59 Million1.86% of portfolio