O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History
O Donnell Financial Services, LLC
- $204 Million
- Q2 2024
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
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
-
Valtinson Bruner Financial Planning LLC157KShares$5.05 Million2.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$4.89 Million0.01% of portfolio
-
Tradition Wealth Management, LLC147KShares$4.75 Million0.46% of portfolio