Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 102,179 shares of KAPR stock, worth $3.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
102,179
Previous 30,748
232.31%
Holding current value
$3.29 Million
Previous $906 Million
247.35%
% of portfolio
0.15%
Previous 0.05%
Shares
7 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