O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History
O Donnell Financial Services, LLC
- $202 Million
- Q1 2025
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 51,838 shares of KJUL stock, worth $1.53 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
51,838
Previous 646,392
91.98%
Holding current value
$1.53 Million
Previous $19 Million
92.39%
% of portfolio
0.72%
Previous 8.66%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
91Shares Held
3.34MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL453KShares$13.3 Million0.02% of portfolio
-
Altfest L J & CO Inc365KShares$10.7 Million1.57% of portfolio
-
Commonwealth Equity Services, LLC268KShares$7.87 Million0.01% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.58 Million2.89% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ114KShares$3.35 Million0.01% of portfolio