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

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

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 16,601 shares of KAPR stock, worth $551,817. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,601

Holding current value

$551,817

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

2.77M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

229K
Shares

$7.63 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$5.31 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.11 Million
0.01% of portfolio
Tradition Wealth Management, LLC

145K
Shares

$4.82 Million
0.45% of portfolio
Kestra Advisory Services, LLC

116K
Shares

$3.84 Million
0.02% of portfolio

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
Sector ETFs
Industry ETFs

More about KAPR

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