Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History
Crown Wealth Group, LLC
- $187 Million
- Q1 2024
A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Crown Wealth Group, LLC holds 24,795 shares of KJUL stock, worth $684,589. This represents 0.37% of its overall portfolio holdings.
Number of Shares
24,795
Previous 26,307
5.75%
Holding current value
$684,589
Previous $712,000
2.25%
% of portfolio
0.37%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.7MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL615KShares$17 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC422KShares$11.6 Million0.02% of portfolio
-
Accuvest Global Advisors Provo, UT186KShares$5.15 Million2.79% of portfolio
-
Maltin Wealth Management, Inc.183KShares$5.05 Million3.16% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA166KShares$4.59 Million0.2% of portfolio