Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History

Crown Wealth Group, LLC

$186 Million
Q1 2025

A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Crown Wealth Group, LLC holds 8,514 shares of KAPR stock, worth $260,102. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,514

Holding current value

$260,102

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$30.82 - $33.62 $262,401 - $286,240	8,514 New	8,514 $262,000

Others Institutions Holding KAPR

# of Institutions

105

Shares Held

3.91M

Call Options Held

Put Options Held

Allworth Financial LP

661K
Shares

$20.2 Million
0.12% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

480K
Shares

$14.7 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$7.01 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.88 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

150K
Shares

$4.57 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
Sector ETFs
Industry ETFs

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Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History