O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History
O Donnell Financial Services, LLC
- $220 Million
- Q4 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 646,392 shares of KJUL stock, worth $17.8 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
646,392
Previous 56,527
1043.51%
Holding current value
$17.8 Million
Previous $1.65 Million
1056.08%
% of portfolio
8.66%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding KJUL
# of Institutions
92Shares Held
4.48MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL604KShares$16.6 Million0.02% of portfolio
-
Gradient Investments LLC368KShares$10.2 Million0.26% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$8.61 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC285KShares$7.86 Million0.01% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.24 Million2.89% of portfolio