Straight Path Wealth Management Innovator U.S. Small Cap Power Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Straight Path Wealth Management holds 14,448 shares of KAPR stock, worth $446,876. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,448
Previous 13,849
4.33%
Holding current value
$446,876
Previous $449,000
5.12%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding KAPR
# of Institutions
106Shares Held
3.33MCall Options Held
0Put Options Held
0-
Leigh Baldwin & Co., LLC Cazenovia, NY480KShares$14.8 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC229KShares$7.1 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.94 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL150KShares$4.63 Million0.01% of portfolio
-
Tradition Wealth Management, LLC141KShares$4.36 Million0.44% of portfolio