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 $289,029. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,466
Previous 12,981 34.78%
Holding current value
$289,029
Previous $399,000 31.33%
% of portfolio
0.14%
Previous 0.24%

Shares

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

Oct 31, 2024
SELL
$30.54 - $32.65 $137,888 - $147,414
-4,515 Reduced 34.78%
8,466 $274,000
Q2 2024

Jul 22, 2024
BUY
$29.61 - $31.13 $384,367 - $404,098
12,981 New
12,981 $399,000

Others Institutions Holding KAPR

# of Institutions
93
Shares Held
3.24M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KAPR Quotes by TradingView
  • Ticker KAPR
  • Sector ETFs
  • Industry ETFs
More about KAPR
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