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 $1.4 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
50,769
Previous 51,234
0.91%
Holding current value
$1.4 Million
Previous $1.51 Million
5.57%
% of portfolio
0.3%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
92Shares Held
3.89MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL604KShares$16.6 Million0.02% of portfolio
-
Gradient Investments LLC368KShares$10.2 Million0.26% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$8.61 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC285KShares$7.86 Million0.01% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.24 Million2.89% of portfolio