Arete Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 8,100 shares of KAPR stock, worth $254,178. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,100
Previous 8,100 -0.0%
Holding current value
$254,178
Previous $263,000 1.14%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$30.54 - $32.65 $24,432 - $26,120
800 Added 10.96%
8,100 $263,000
Q2 2024

Aug 13, 2024
BUY
$29.61 - $31.13 $216,153 - $227,249
7,300 New
7,300 $224,000
Q4 2023

Feb 14, 2024
BUY
$25.57 - $29.42 $186,661 - $214,766
7,300 New
7,300 $212,000

Others Institutions Holding KAPR

# of Institutions
105
Shares Held
3.3M
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email