Cypress Wealth Services, LLC Innovator U.S. Small Cap Power Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 50,769 shares of KJUL stock, worth $1.42 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
50,769
Previous 51,234 0.91%
Holding current value
$1.42 Million
Previous $1.51 Million 5.57%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Apr 10, 2025
SELL
$27.83 - $30.18 $12,940 - $14,033
-465 Reduced 0.91%
50,769 $1.42 Million
Q3 2024

Oct 08, 2024
BUY
$27.38 - $29.23 $47,997 - $51,240
1,753 Added 3.54%
51,234 $1.49 Million
Q3 2023

Oct 13, 2023
BUY
$24.83 - $26.45 $1.23 Million - $1.31 Million
49,481 New
49,481 $1.24 Million

Others Institutions Holding KJUL

# of Institutions
95
Shares Held
5.05M
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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