Elmwood Wealth Management, Inc. Innovator Laddered Fund Of U.S Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 8,200 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,200
Previous 7,000
17.14%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding KOCT
# of Institutions
92Shares Held
2.97MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL359KShares$00.0% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY303KShares$00.26% of portfolio
-
Compass Financial Group, Inc.254KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ148KShares$00.0% of portfolio
-
Valtinson Bruner Financial Planning LLC122KShares$00.0% of portfolio