Avantax Advisory Services, Inc. Innovator U.S. Small Cap Power Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 36,998 shares of KJUL stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,998
Previous 37,378 1.02%
Holding current value
$1.02 Million
Previous $1.01 Million 2.57%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$26.22 - $28.08 $9,963 - $10,670
-380 Reduced 1.02%
36,998 $1.04 Million
Q4 2023

Feb 07, 2024
SELL
$23.87 - $27.32 $1.51 Million - $1.73 Million
-63,249 Reduced 62.85%
37,378 $1.01 Million
Q3 2023

Nov 07, 2023
BUY
$24.83 - $26.45 $155,932 - $166,106
6,280 Added 6.66%
100,627 $2.52 Million
Q2 2023

Aug 11, 2023
BUY
$23.89 - $25.77 $406,273 - $438,244
17,006 Added 21.99%
94,347 $2.42 Million
Q1 2023

Apr 28, 2023
SELL
$24.02 - $26.06 $3,891 - $4,221
-162 Reduced 0.21%
77,341 $1.92 Million
Q4 2022

Feb 13, 2023
BUY
$23.91 - $24.96 $312,551 - $326,277
13,072 Added 20.29%
77,503 $1.88 Million
Q3 2022

Nov 01, 2022
BUY
N/A
30,499 Added 89.88%
64,431 $1.49 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-2,075 Reduced 5.76%
33,932 $793,000
Q1 2022

Apr 27, 2022
BUY
N/A
17,200 Added 91.46%
36,007 $922,000
Q4 2021

Jan 24, 2022
BUY
N/A
1,113 Added 6.29%
18,807 $498,000
Q3 2021

Oct 21, 2021
BUY
N/A
5,626 Added 46.62%
17,694 $460,000
Q2 2021

Jul 29, 2021
BUY
N/A
12,068 New
12,068 $319,000
Q4 2020

Jan 22, 2021
SELL
N/A
-24,510 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
N/A
24,510 New
24,510 $585,000

Others Institutions Holding KJUL

# of Institutions
83
Shares Held
3.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
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