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

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 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 $796,276. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,393
Previous 18,759 40.7%
Holding current value
$796,276
Previous $518,000 48.26%
% of portfolio
0.07%
Previous 0.05%

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
83
Shares Held
3.58M
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
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