Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 14,602 shares of KJUL stock, worth $439,082. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,602
Previous 24,805
41.13%
Holding current value
$439,082
Previous $723 Million
40.52%
% of portfolio
0.02%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding KJUL
# of Institutions
96Shares Held
5.05MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL604KShares$18.1 Million0.02% of portfolio
-
Allworth Financial LP493KShares$14.8 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$9.38 Million0.27% of portfolio