Long Island Wealth Management, Inc. Innovator U.S. Small Cap Power Transaction History

Long Island Wealth Management, Inc.

$152 Billion
Q3 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 35,467 shares of KJUL stock, worth $1.04 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

35,467

Previous 35,102 1.04%

Holding current value

$1.04 Million

Previous $970 Million 6.51%

% of portfolio

0.68%

Previous 0.68%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$27.38 - $29.23 $9,993 - $10,668	365 Added 1.04%	35,467 $1.03 Billion
Q2 2024 Aug 15, 2024	SELL	$26.59 - $28.26 $303,684 - $322,757	-11,421 Reduced 24.55%	35,102 $970 Million
Q1 2024 May 13, 2024	SELL	$26.22 - $28.08 $254,727 - $272,797	-9,715 Reduced 17.27%	46,523 $1.31 Billion
Q4 2023 Feb 14, 2024	BUY	$23.87 - $27.32 $1.34 Million - $1.54 Million	56,238 New	56,238 $1.52 Billion

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.58M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Long Island Wealth Management, Inc. Innovator U.S. Small Cap Power Transaction History