Tradition Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 19,367 shares of KJUL stock, worth $555,251. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,367

Previous 19,818 2.28%

Holding current value

$555,251

Previous $577,000 1.21%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$28.78 - $30.34 $12,979 - $13,683	-451 Reduced 2.28%	19,367 $570,000
Q3 2024 Nov 14, 2024	SELL	$27.38 - $29.23 $67,738 - $72,315	-2,474 Reduced 11.1%	19,818 $577,000
Q2 2024 Aug 12, 2024	SELL	$26.59 - $28.26 $37,890 - $40,270	-1,425 Reduced 6.01%	22,292 $616,000
Q1 2024 May 13, 2024	SELL	$26.22 - $28.08 $5.17 Million - $5.53 Million	-197,050 Reduced 89.26%	23,717 $665,000
Q4 2023 Feb 12, 2024	SELL	$23.87 - $27.32 $49,339 - $56,470	-2,067 Reduced 0.93%	220,767 $6.39 Million
Q3 2023 Nov 13, 2023	BUY	$24.83 - $26.45 $235,686 - $251,063	9,492 Added 4.45%	222,834 $5.92 Million
Q2 2023 Aug 14, 2023	SELL	$23.89 - $25.77 $42,404 - $45,741	-1,775 Reduced 0.83%	213,342 $5.88 Million
Q1 2023 May 11, 2023	SELL	$24.02 - $26.06 $54,141 - $58,739	-2,254 Reduced 1.04%	215,117 $5.71 Million
Q4 2022 Feb 03, 2023	SELL	$23.21 - $24.96 $2.53 Million - $2.72 Million	-108,960 Reduced 33.39%	217,371 $5.52 Million
Q3 2022 Nov 14, 2022	SELL	$22.95 - $25.25 $618,364 - $680,336	-26,944 Reduced 7.63%	326,331 $7.9 Million
Q2 2022 Aug 02, 2022	SELL	$22.69 - $25.89 $465,031 - $530,615	-20,495 Reduced 5.48%	353,275 $8.58 Million
Q1 2022 May 11, 2022	SELL	$24.6 - $26.59 $622,232 - $672,567	-25,294 Reduced 6.34%	373,770 $10 Million
Q4 2021 Feb 14, 2022	SELL	$25.82 - $27.24 $4.42 Million - $4.67 Million	-171,268 Reduced 30.03%	399,064 $11 Million
Q3 2021 Nov 12, 2021	BUY	$25.55 - $26.66 $12.6 Million - $13.1 Million	492,359 Added 631.45%	570,332 $15.7 Million
Q2 2021 Aug 09, 2021	SELL	$26.41 - $26.61 $766,999 - $772,807	-29,042 Reduced 27.14%	77,973 $2.07 Million
Q1 2021 May 14, 2021	BUY	$25.75 - $26.44 $1.07 Million - $1.1 Million	41,415 Added 63.13%	107,015 $2.83 Million
Q4 2020 Feb 16, 2021	BUY	$23.95 - $25.97 $1.57 Million - $1.7 Million	65,600 New	65,600 $1.69 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

5.05M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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Tradition Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History