Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History
Crown Wealth Group, LLC
- $294 Million
- Q3 2025
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 7,624 shares of KJUL stock, worth $234,742. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,624
Previous 57,344
86.7%
Holding current value
$234,742
Previous $1.67 Million
85.9%
% of portfolio
0.08%
Previous 0.65%
Shares
8 transactions
Others Institutions Holding KJUL
# of Institutions
98Shares Held
3.36MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio