M Holdings Securities, Inc. Innovator U.S. Small Cap Power Transaction History
M Holdings Securities, Inc.
- $398 Million
- Q3 2024
A detailed history of M Holdings Securities, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, M Holdings Securities, Inc. holds 29,719 shares of KJUL stock, worth $880,573. This represents 0.22% of its overall portfolio holdings.
Number of Shares
29,719
Previous 22,204
33.85%
Holding current value
$880,573
Previous $614,000
41.04%
% of portfolio
0.22%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$17.8 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.81 Million0.01% of portfolio
-
Allworth Financial LP192KShares$5.69 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.63 Million3.03% of portfolio
-
Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.89 Million3.24% of portfolio