Beacon Financial Advisory LLC Innovator U.S. Small Cap Power Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
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 $364,649. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,681
Previous 7,766
37.54%
Holding current value
$364,649
Previous $239,000
44.77%
% of portfolio
0.13%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
93Shares Held
3.24MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC353KShares$12 Million1.63% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.76 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.87 Million2.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ159KShares$5.44 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL154KShares$5.25 Million0.01% of portfolio