Straight Path Wealth Management Innovator U.S. Small Cap Power Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 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 13,340 shares of KAPR stock, worth $430,081. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,340
Previous 13,340
-0.0%
Holding current value
$430,081
Previous $415,000
1.2%
% of portfolio
0.22%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
93Shares Held
3.27MCall 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
-
Valtinson Bruner Financial Planning LLC157KShares$5.05 Million2.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$4.89 Million0.01% of portfolio