Gradient Investments LLC Innovator U.S. Small Cap Power Transaction History
Gradient Investments LLC
- $3.96 Billion
- Q1 2025
A detailed history of Gradient Investments LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Gradient Investments LLC holds 368,120 shares of KJUL stock, worth $10.3 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
368,120
Previous 356,421
3.28%
Holding current value
$10.3 Million
Previous $10.5 Million
1.6%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
95Shares Held
5.05MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$18.1 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL604KShares$16.9 Million0.02% of portfolio
-
Allworth Financial LP493KShares$13.8 Million0.08% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$8.75 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC285KShares$7.99 Million0.01% of portfolio