Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History

Crown Wealth Group, LLC

  • $186 Million
  • Q1 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 12,315 shares of KJUL stock, worth $339,647. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,315
Previous 21,200 41.91%
Holding current value
$339,647
Previous $624,000 44.87%
% of portfolio
0.19%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$27.83 - $30.18 $247,269 - $268,149
-8,885 Reduced 41.91%
12,315 $344,000
Q3 2024

Nov 13, 2024
SELL
$27.38 - $29.23 $96,541 - $103,064
-3,526 Reduced 14.26%
21,200 $617,000
Q2 2024

Jul 26, 2024
SELL
$26.59 - $28.26 $1,834 - $1,949
-69 Reduced 0.28%
24,726 $683,000
Q1 2024

May 01, 2024
SELL
$26.22 - $28.08 $39,644 - $42,456
-1,512 Reduced 5.75%
24,795 $696,000
Q4 2023

Jan 23, 2024
SELL
$23.87 - $27.32 $95,312 - $109,088
-3,993 Reduced 13.18%
26,307 $712,000
Q3 2023

Oct 25, 2023
BUY
$24.83 - $26.45 $752,349 - $801,435
30,300 New
30,300 $758,000

Others Institutions Holding KJUL

# of Institutions
92
Shares Held
4.48M
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
Track This Portfolio

Track Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email