Global Strategic Investment Solutions, LLC Innovator U.S. Small Cap Power Transaction History

Global Strategic Investment Solutions, LLC

$772 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$26.55 - $28.31 $982 - $1,047	-37 Reduced 0.13%	29,323 $784,000
Q2 2023 Aug 07, 2023	BUY	$25.93 - $27.54 $761,304 - $808,574	29,360 New	29,360 $808,000
Q3 2022 Oct 27, 2022	BUY	$23.93 - $26.6 $25,987 - $28,887	1,086 Added 6.34%	18,216 $437,000
Q2 2022 Jul 19, 2022	BUY	$23.66 - $26.92 $405,295 - $461,139	17,130 New	17,130 $413,000

Others Institutions Holding KAPR

# of Institutions

Shares Held

3.27M

Call Options Held

Put Options Held

Personal Cfo Solutions, LLC

348K
Shares

$11.2 Million
1.68% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$7.38 Million
0.01% of portfolio
O Donnell Financial Services, LLC

175K
Shares

$5.63 Million
2.63% of portfolio
Valtinson Bruner Financial Planning LLC

157K
Shares

$5.05 Million
2.59% of portfolio
Cetera Investment Advisers Schaumburg, IL

152K
Shares

$4.89 Million
0.01% of portfolio

View Full List

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