Valtinson Bruner Financial Planning LLC Innovator U.S. Small Cap Power Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 156,584 shares of KAPR stock, worth $5.11 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
156,584
Previous 158,424
1.16%
Holding current value
$5.11 Million
Previous $4.94 Million
2.31%
% of portfolio
2.59%
Previous 2.66%
Shares
16 transactions
Others Institutions Holding KAPR
# of Institutions
94Shares Held
3.24MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC348KShares$11.3 Million1.68% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.41 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.6 Million2.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL152KShares$4.95 Million0.01% of portfolio
-
Tradition Wealth Management, LLC147KShares$4.81 Million0.46% of portfolio