Tradition Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 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 19,818 shares of KJUL stock, worth $594,143. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,818
Previous 22,292
11.1%
Holding current value
$594,143
Previous $616,000
6.33%
% of portfolio
0.05%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding KJUL
# of Institutions
84Shares Held
4.83MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18 Million0.03% of portfolio
-
Allworth Financial LP493KShares$14.8 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.91 Million0.01% of portfolio