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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$30.54 - $32.65 $89,024 - $95,174
2,915 Added 37.54%
10,681 $346,000
Q2 2024

Jul 26, 2024

BUY
$29.61 - $31.13 $229,951 - $241,755
7,766 New
7,766 $239,000

Others Institutions Holding KAPR

About INNOVATOR U.S. SMALL CAP POWER


  • Ticker KAPR
  • Sector ETFs
  • Industry ETFs
More about KAPR
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.