My Personal Cfo, LLC Innovator U.S. Small Cap Power Transaction History
My Personal Cfo, LLC
- $175 Million
- Q2 2024
A detailed history of My Personal Cfo, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, My Personal Cfo, LLC holds 13,731 shares of KAPR stock, worth $442,687. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,731
Previous 13,731
-0.0%
Holding current value
$442,687
Previous $427,000
1.17%
% of portfolio
0.24%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding KAPR
# of Institutions
93Shares Held
3.27MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.2 Million1.68% of portfolio
-
Commonwealth Equity Services, LLC229KShares$7.38 Million0.01% of portfolio
-
O Donnell Financial Services, LLC175KShares$5.63 Million2.63% of portfolio
-
Valtinson Bruner Financial Planning LLC157KShares$5.05 Million2.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$4.89 Million0.01% of portfolio