Concurrent Investment Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,054 shares of KAPR stock, worth $446,316. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,054
Previous 13,054
-0.0%
Holding current value
$446,316
Previous $423 Million
5.6%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding KAPR
# of Institutions
109Shares Held
3.51MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL557KShares$19 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC266KShares$9.09 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ178KShares$6.08 Million0.01% of portfolio
-
Tradition Wealth Management, LLC138KShares$4.71 Million0.39% of portfolio
-
O Donnell Financial Services, LLC134KShares$4.59 Million1.86% of portfolio