Straight Path Wealth Management Innovator U.S. Small Cap Power Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 13,849 shares of KAPR stock, worth $453,139. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,849
Previous 13,340
3.82%
Holding current value
$453,139
Previous $410,000
9.51%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding KAPR
# of Institutions
93Shares Held
3.24MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC353KShares$11.5 Million1.63% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.43 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.62 Million2.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ159KShares$5.22 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL154KShares$5.03 Million0.01% of portfolio