Straight Path Wealth Management Innovator U.S. Small Cap Power Call Options Transaction History

Straight Path Wealth Management

$262 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding KJUL

# of Institutions

89

Shares Held

3.04M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

346K
Shares

$10.8 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

217K
Shares

$6.75 Million
0.01% of portfolio
Cary Street Partners Financial LLC Richmond, VA

155K
Shares

$4.83 Million
0.13% of portfolio
Xml Financial, LLC

152K
Shares

$4.73 Million
0.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

141K
Shares

$4.4 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.