Straight Path Wealth Management Innovator U.S. Small Cap Power Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
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 14,950 shares of KAPR stock, worth $456,722. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,950
Previous 14,448
3.47%
Holding current value
$456,722
Previous $472,000
2.33%
% of portfolio
0.21%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding KAPR
# of Institutions
105Shares Held
3.91MCall Options Held
0Put Options Held
0-
Allworth Financial LP661KShares$20.2 Million0.12% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY480KShares$14.7 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC229KShares$7.01 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.88 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL150KShares$4.57 Million0.01% of portfolio