Concurrent Investment Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,054 shares of KAPR stock, worth $418,772. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,054Holding current value
$418,772% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding KAPR
# of Institutions
94Shares Held
3.3MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.2 Million1.68% of portfolio
-
Commonwealth Equity Services, LLC229KShares$7.34 Million0.01% of portfolio
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O Donnell Financial Services, LLC175KShares$5.6 Million2.63% of portfolio
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Valtinson Bruner Financial Planning LLC157KShares$5.02 Million2.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL152KShares$4.87 Million0.01% of portfolio