Assetmark, Inc Innovator U.S. Small Cap Power Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Assetmark, Inc holds 86 shares of KAPR stock, worth $2,668. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,668

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$32.06 - $34.27 $2,757 - $2,947	86 New	86 $2,000

Others Institutions Holding KAPR

# of Institutions

106

Shares Held

3.33M

Call Options Held

Put Options Held

Leigh Baldwin & Co., LLC Cazenovia, NY

480K
Shares

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

229K
Shares

$7.12 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

$4.37 Million
0.44% of portfolio

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
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