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 $890,975. This represents 0.22% of its overall portfolio holdings.
Number of Shares
29,719
Previous 22,204
33.85%
Holding current value
$890,975
Previous $614,000
41.04%
% of portfolio
0.22%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
84Shares Held
4.53MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18 Million0.03% of portfolio
-
Allworth Financial LP493KShares$14.8 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.91 Million0.01% of portfolio