Castle Wealth Management LLC Innovator U.S. Small Cap Power Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
A detailed history of Castle Wealth Management LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Castle Wealth Management LLC holds 8,466 shares of KAPR stock, worth $285,896. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,466
Previous 12,981
34.78%
Holding current value
$285,896
Previous $399,000
31.33%
% of portfolio
0.14%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
96Shares Held
3.28MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.7 Million1.68% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.67 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.8 Million2.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$5.12 Million0.01% of portfolio
-
Tradition Wealth Management, LLC147KShares$4.98 Million0.46% of portfolio