Whipplewood Advisors, LLC Innovator U.S. Small Cap Power Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 393 shares of KJUL stock, worth $11,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares

393

Holding current value

$11,782

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$28.78 - $30.34 $11,310 - $11,923	393 New	393 $11.6 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

4.83M

Call Options Held

Put Options Held

O Donnell Financial Services, LLC

646K
Shares

$19.4 Million
8.66% of portfolio
High Tower Advisors, LLC Chicago, IL

601K
Shares

$18 Million
0.03% of portfolio
Allworth Financial LP

493K
Shares

$14.8 Million
0.08% of portfolio
Gradient Investments LLC

356K
Shares

$10.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

297K
Shares

$8.91 Million
0.01% of portfolio

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Whipplewood Advisors, LLC Innovator U.S. Small Cap Power Transaction History