Cypress Wealth Services, LLC Innovator U.S. Small Cap Power Transaction History
Cypress Wealth Services, LLC
- $474 Million
- Q4 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 $1.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
51,234
Previous 51,234
-0.0%
Holding current value
$1.5 Million
Previous $1.49 Million
1.07%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
96Shares Held
5.05MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$18.9 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL604KShares$17.6 Million0.02% of portfolio
-
Allworth Financial LP493KShares$14.4 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.4 Million0.28% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$9.12 Million0.27% of portfolio