Wealth Plan Partners, LLC Innovator U.S. Small Cap Power Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$25.22 - $26.64 $76,921 - $81,252	3,050 New	3,050 $81.1 Million

Others Institutions Holding KAPR

# of Institutions

106

Shares Held

3.33M

Call Options Held

0

Put Options Held

0

Leigh Baldwin & Co., LLC Cazenovia, NY

480K
Shares

$14.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$7.11 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.95 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

150K
Shares

$4.64 Million
0.01% of portfolio
Tradition Wealth Management, LLC

141K
Shares

$4.36 Million
0.44% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

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