Navis Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 6,663 shares of KAPR stock, worth $227,807. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,663Holding current value
$227,807% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding KAPR
# of Institutions
110Shares Held
3.56MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL557KShares$19 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC266KShares$9.09 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ178KShares$6.08 Million0.01% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.71 Million0.39% of portfolio
-
O Donnell Financial Services, LLC134KShares$4.59 Million1.86% of portfolio