Concurrent Investment Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 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 26,108 shares of KAPR stock, worth $892,632. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,108
Previous 13,054
100.0%
Holding current value
$892,632
Previous $446 Million
105.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
108Shares Held
3.53MCall 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, LLC131KShares$4.48 Million1.87% of portfolio