Outlook Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,711 shares of KJUL stock, worth $349,298. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,711
Previous 13,670
7.02%
Holding current value
$349,298
Previous $370,000
3.78%
% of portfolio
0.12%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.7MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL615KShares$16.9 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC422KShares$11.6 Million0.02% of portfolio
-
Accuvest Global Advisors Provo, UT186KShares$5.12 Million2.79% of portfolio
-
Maltin Wealth Management, Inc.183KShares$5.03 Million3.16% of portfolio
-
Cary Street Partners Investment Advisory LLC Richmond, VA166KShares$4.56 Million0.2% of portfolio