Collaborative Wealth Managment Inc. Innovator U.S. Small Cap Power Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,504 shares of KAPR stock, worth $324,941. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,504
Previous 9,504
-0.0%
Holding current value
$324,941
Previous $307,000
5.86%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding KAPR
# of Institutions
110Shares Held
3.56MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL557KShares$19 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC266KShares$9.09 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ178KShares$6.08 Million0.01% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.71 Million0.39% of portfolio
-
O Donnell Financial Services, LLC134KShares$4.59 Million1.86% of portfolio