Long Island Wealth Management, Inc. Innovator U.S. Small Cap Power Transaction History
Long Island Wealth Management, Inc.
- $205 Billion
- Q3 2025
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 44,786 shares of KJUL stock, worth $1.38 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
44,786
Previous 42,256
5.99%
Holding current value
$1.38 Million
Previous $1.23 Billion
12.39%
% of portfolio
0.68%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
98Shares Held
3.35MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio