Stegent Equity Advisors, Inc. Innovator U.S. Small Cap Power Transaction History
Stegent Equity Advisors, Inc.
- $82 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding KAPR
# of Institutions
94Shares Held
3.3MCall 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
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Valtinson Bruner Financial Planning LLC157KShares$5.05 Million2.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL152KShares$4.9 Million0.01% of portfolio