A detailed history of O Donnell Financial Services, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 174,501 shares of KAPR stock, worth $5.63 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
174,501
Previous 174,265 0.14%
Holding current value
$5.63 Million
Previous $5.43 Million 1.03%
% of portfolio
2.63%
Previous 2.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$29.61 - $31.13 $6,987 - $7,346
236 Added 0.14%
174,501 $5.37 Million
Q1 2024

Apr 22, 2024

SELL
$28.13 - $31.16 $127,907 - $141,684
-4,547 Reduced 2.54%
174,265 $5.43 Million
Q4 2023

Feb 02, 2024

SELL
$25.57 - $29.42 $13.4 Million - $15.4 Million
-524,155 Reduced 74.56%
178,812 $5.22 Million
Q3 2023

Oct 19, 2023

SELL
$26.55 - $28.31 $1 Million - $1.07 Million
-37,681 Reduced 5.09%
702,967 $18.8 Million
Q2 2023

Aug 07, 2023

BUY
$25.93 - $27.54 $19.2 Million - $20.4 Million
740,648 New
740,648 $20.4 Million

Others Institutions Holding KAPR

About INNOVATOR U.S. SMALL CAP POWER


  • Ticker KAPR
  • Sector ETFs
  • Industry ETFs
More about KAPR
Track This Portfolio

Track O Donnell Financial Services, LLC Portfolio

Follow O Donnell Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O Donnell Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O Donnell Financial Services, LLC with notifications on news.