Coldstream Capital Management Inc Innovator U.S. Small Cap Power Transaction History
Coldstream Capital Management Inc
- $3.92 Billion
- Q1 2024
A detailed history of Coldstream Capital Management Inc transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Coldstream Capital Management Inc holds 27,514 shares of KAPR stock, worth $843,028. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,514
Previous 37,094
25.83%
Holding current value
$843,028
Previous $1.08 Million
20.79%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC174KShares$5.34 Million2.87% of portfolio
-
Valtinson Bruner Financial Planning LLC158KShares$4.85 Million2.66% of portfolio
-
Spectrum Investment Advisors, Inc. Mequon, WI149KShares$4.55 Million3.42% of portfolio
-
Tradition Wealth Management, LLC148KShares$4.53 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC147KShares$4.5 Million0.01% of portfolio