Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,805 shares of KJUL stock, worth $748,366. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,805
Previous 25,933
4.35%
Holding current value
$748,366
Previous $717 Million
0.81%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$18.1 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.97 Million0.01% of portfolio
-
Allworth Financial LP192KShares$5.79 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.190KShares$5.74 Million3.03% of portfolio
-
Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.98 Million3.24% of portfolio