Sugarloaf Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,257 shares of KAPR stock, worth $179,473. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,257
Previous 5,257 -0.0%
Holding current value
$179,473
Previous $161,000 5.59%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
BUY
$29.61 - $31.13 $59,190 - $62,228
1,999 Added 61.36%
5,257 $161,000
Q2 2023

Jul 13, 2023
BUY
$25.93 - $27.54 $84,479 - $89,725
3,258 New
3,258 $89,000

Others Institutions Holding KAPR

# of Institutions
93
Shares Held
3.24M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KAPR Quotes by TradingView
  • Ticker KAPR
  • Sector ETFs
  • Industry ETFs
More about KAPR
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