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 $19 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares

646,392

Previous 56,527 1043.51%

Holding current value

$19 Million

Previous $1.65 Million 1056.08%

% of portfolio

8.66%

Previous 0.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$28.78 - $30.34 $17 Million - $17.9 Million	589,865 Added 1043.51%	646,392 $19 Million
Q3 2024 Oct 22, 2024	SELL	$27.38 - $29.23 $63,110 - $67,375	-2,305 Reduced 3.92%	56,527 $1.65 Million
Q2 2024 Jul 30, 2024	SELL	$26.59 - $28.26 $20,234 - $21,505	-761 Reduced 1.28%	58,832 $1.63 Million
Q1 2024 Apr 22, 2024	SELL	$26.22 - $28.08 $234,275 - $250,894	-8,935 Reduced 13.04%	59,593 $1.67 Million
Q4 2023 Feb 02, 2024	SELL	$23.87 - $27.32 $1.86 Million - $2.13 Million	-77,972 Reduced 53.22%	68,528 $1.86 Million
Q3 2023 Oct 19, 2023	BUY	$24.83 - $26.45 $3.64 Million - $3.87 Million	146,500 New	146,500 $3.67 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

5.05M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History