Long Island Wealth Management, Inc. Innovator U.S. Small Cap Power Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 46,523 shares of KJUL stock, worth $1.28 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
46,523
Previous 56,238
17.27%
Holding current value
$1.28 Million
Previous $1.52 Billion
14.25%
% of portfolio
0.92%
Previous 1.09%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.7MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL615KShares$17 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC422KShares$11.6 Million0.02% of portfolio
-
Accuvest Global Advisors Provo, UT186KShares$5.15 Million2.79% of portfolio
-
Maltin Wealth Management, Inc.183KShares$5.05 Million3.16% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA166KShares$4.59 Million0.2% of portfolio