Cypress Wealth Services, LLC Innovator U.S. Small Cap Power Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
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 51,234 shares of KJUL stock, worth $1.51 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
51,234
Previous 49,481
3.54%
Holding current value
$1.51 Million
Previous $1.37 Million
9.14%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$17.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.74 Million0.01% of portfolio
-
Allworth Financial LP192KShares$5.65 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.59 Million3.03% of portfolio
-
Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.85 Million3.24% of portfolio