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%
Shares
17 transactions
Others Institutions Holding KJUL
# of Institutions
96Shares Held
5.05MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$18.5 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL604KShares$17.3 Million0.02% of portfolio
-
Allworth Financial LP493KShares$14.1 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.2 Million0.28% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY312KShares$8.95 Million0.27% of portfolio