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 800 shares of KJUL stock, worth $22,440. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Holding current value

$22,440

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$28.78 - $30.34 $23,024 - $24,272	800 New	800 $23,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

5.14M

Call Options Held

Put Options Held

O Donnell Financial Services, LLC

646K
Shares

$18.1 Million
8.66% of portfolio
High Tower Advisors, LLC Chicago, IL

604K
Shares

$16.9 Million
0.02% of portfolio
Allworth Financial LP

493K
Shares

$13.8 Million
0.08% of portfolio
Gradient Investments LLC

356K
Shares

$10 Million
0.28% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

312K
Shares

$8.75 Million
0.27% of portfolio

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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