O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History
O Donnell Financial Services, LLC
- $189 Million
- Q1 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 174,265 shares of KAPR stock, worth $5.34 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
174,265
Previous 178,812
2.54%
Holding current value
$5.34 Million
Previous $5.22 Million
4.12%
% of portfolio
2.87%
Previous 3.04%
Shares
4 transactions
Others Institutions Holding KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
Valtinson Bruner Financial Planning LLC158KShares$4.85 Million2.66% of portfolio
-
Spectrum Investment Advisors, Inc. Mequon, WI149KShares$4.55 Million3.42% of portfolio
-
Tradition Wealth Management, LLC148KShares$4.53 Million0.48% of portfolio
-
Commonwealth Equity Services, LLC147KShares$4.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL121KShares$3.71 Million0.01% of portfolio