Ep Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,216 shares of KAPR stock, worth $302,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,216
Previous 13,191 30.13%
Holding current value
$302,653
Previous $431,000 34.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$30.82 - $33.62 $122,509 - $133,639
-3,975 Reduced 30.13%
9,216 $284,000
Q4 2024

Feb 13, 2025
SELL
$32.06 - $34.27 $109,324 - $116,860
-3,410 Reduced 20.54%
13,191 $431,000
Q3 2024

Nov 14, 2024
BUY
$30.54 - $32.65 $506,994 - $542,022
16,601 New
16,601 $538,000

Others Institutions Holding KAPR

# of Institutions
105
Shares Held
4.28M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email