Whipplewood Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
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 $11,613. This represents 0.01% of its overall portfolio holdings.
Number of Shares
393
Previous 2,064
80.96%
Holding current value
$11,613
Previous $11 Million
4.4%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding KJUL
# of Institutions
88Shares Held
2.99MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC346KShares$10.2 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL217KShares$6.4 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.58 Million0.13% of portfolio
-
Xml Financial, LLC152KShares$4.48 Million0.39% of portfolio
-
Trek Financial, LLC Scottsdale, AZ108KShares$3.18 Million0.23% of portfolio