Straight Path Wealth Management Innovator U.S. Small Cap Power Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Straight Path Wealth Management holds 23,363 shares of KJUL stock, worth $719,346. This represents 0.19% of its overall portfolio holdings.
Number of Shares
23,363
Previous 22,951
1.8%
Holding current value
$719,346
Previous $670,000
7.91%
% of portfolio
0.19%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
98Shares Held
3.36MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio