Tradition Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 147,464 shares of KAPR stock, worth $4.77 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
147,464
Previous 147,953
0.33%
Holding current value
$4.77 Million
Previous $4.61 Million
1.5%
% of portfolio
0.46%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding KAPR
# of Institutions
96Shares Held
3.36MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.3 Million1.68% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.35 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.56 Million2.64% of portfolio
-
Valtinson Bruner Financial Planning LLC157KShares$5.07 Million2.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$4.91 Million0.01% of portfolio