Steward Partners Investment Advisory, LLC Innovator U.S. Small Cap Power Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,797 shares of KJUL stock, worth $53,083. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,797
Previous 6,297 71.46%
Holding current value
$53,083
Previous $174,000 70.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$27.38 - $29.23 $123,210 - $131,535
-4,500 Reduced 71.46%
1,797 $52,000
Q2 2024

Aug 08, 2024
BUY
$26.59 - $28.26 $118,724 - $126,180
4,465 Added 243.72%
6,297 $174,000
Q4 2023

Feb 12, 2024
SELL
$23.87 - $27.32 $35,805 - $40,980
-1,500 Reduced 45.02%
1,832 $49,000
Q3 2023

Nov 13, 2023
SELL
$24.83 - $26.45 $9,634 - $10,262
-388 Reduced 10.43%
3,332 $83,000
Q2 2023

Aug 14, 2023
BUY
$23.89 - $25.77 $88,870 - $95,864
3,720 New
3,720 $95,000

Others Institutions Holding KJUL

# of Institutions
83
Shares Held
3.58M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email