Forvis Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Forvis Wealth Advisors, LLC
- $3.91 Billion
- Q1 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 61,854 shares of KAPR stock, worth $1.89 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,854
Previous 66,790
7.39%
Holding current value
$1.89 Million
Previous $1.95 Million
1.08%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC174KShares$5.34 Million2.87% of portfolio
-
Valtinson Bruner Financial Planning LLC158KShares$4.85 Million2.66% of portfolio
-
Spectrum Investment Advisors, Inc. Mequon, WI149KShares$4.55 Million3.42% of portfolio
-
Tradition Wealth Management, LLC148KShares$4.53 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC147KShares$4.5 Million0.01% of portfolio