Marcum Wealth, LLC Innovator U.S. Small Cap Power Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Marcum Wealth, LLC holds 26,393 shares of KJUL stock, worth $790,998. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,393
Previous 26,393 -0.0%
Holding current value
$790,998
Previous $768,000 1.17%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$27.38 - $29.23 $209,018 - $223,141
7,634 Added 40.7%
26,393 $768,000
Q1 2024

Apr 10, 2024
SELL
$26.22 - $28.08 $1.74 Million - $1.86 Million
-66,367 Reduced 77.96%
18,759 $526,000
Q4 2023

Jan 10, 2024
SELL
$23.87 - $27.32 $27,092 - $31,008
-1,135 Reduced 1.32%
85,126 $2.31 Million
Q3 2023

Oct 10, 2023
BUY
$24.83 - $26.45 $88,047 - $93,791
3,546 Added 4.29%
86,261 $2.16 Million
Q2 2023

Jul 13, 2023
BUY
$23.89 - $25.77 $39,967 - $43,113
1,673 Added 2.06%
82,715 $2.12 Million
Q1 2023

Apr 19, 2023
BUY
$24.02 - $26.06 $62,452 - $67,756
2,600 Added 3.31%
81,042 $2.01 Million
Q3 2022

Oct 11, 2022
BUY
$22.95 - $25.25 $130,103 - $143,142
5,669 Added 7.79%
78,442 $1.81 Million
Q2 2022

Jul 14, 2022
SELL
$22.69 - $25.89 $78,008 - $89,009
-3,438 Reduced 4.51%
72,773 $1.7 Million
Q1 2022

Apr 20, 2022
SELL
$24.6 - $26.59 $14,415 - $15,581
-586 Reduced 0.76%
76,211 $1.96 Million
Q4 2021

Feb 01, 2022
SELL
$25.82 - $27.24 $44,849 - $47,315
-1,737 Reduced 2.21%
76,797 $2.03 Million
Q3 2021

Nov 08, 2021
BUY
$25.55 - $26.66 $2.01 Million - $2.09 Million
78,534 New
78,534 $2.05 Million
Q1 2021

May 11, 2021
SELL
$25.75 - $26.44 $1.92 Million - $1.98 Million
-74,703 Closed
0 $0
Q4 2020

Feb 09, 2021
SELL
$23.95 - $25.97 $2,802 - $3,038
-117 Reduced 0.16%
74,703 $1.93 Million
Q3 2020

Nov 09, 2020
BUY
$22.83 - $24.36 $1.71 Million - $1.82 Million
74,820 New
74,820 $1.78 Million

Others Institutions Holding KJUL

# of Institutions
88
Shares Held
4.72M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email