Outlook Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
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 $398,362. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,711
Previous 12,711
-0.0%
Holding current value
$398,362
Previous $356,000
4.21%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
90Shares Held
2.88MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$8.31 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL217KShares$6.79 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.86 Million0.13% of portfolio
-
Xml Financial, LLC150KShares$4.7 Million0.39% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ141KShares$4.42 Million0.01% of portfolio