O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History
O Donnell Financial Services, LLC
- $212 Million
- Q3 2024
A detailed history of O Donnell Financial Services, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 56,527 shares of KJUL stock, worth $1.67 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
56,527
Previous 58,832
3.92%
Holding current value
$1.67 Million
Previous $1.63 Million
1.23%
% of portfolio
0.78%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$17.7 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.78 Million0.01% of portfolio
-
Allworth Financial LP192KShares$5.67 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.62 Million3.03% of portfolio
-
Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.88 Million3.24% of portfolio