Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 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 30,748 shares of KAPR stock, worth $941,196. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,748
Previous 101,823
69.8%
Holding current value
$941,196
Previous $2.95 Billion
69.27%
% of portfolio
0.05%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding KAPR
# of Institutions
73Shares Held
2.27MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC174KShares$5.33 Million2.87% of portfolio
-
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$4.49 Million0.01% of portfolio