Ae Wealth Management LLC Innovator U.S. Small Cap Power Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,655 shares of KJUL stock, worth $174,117. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,655
Previous 500
1031.0%
Holding current value
$174,117
Previous $14,000
1150.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding KJUL
# of Institutions
97Shares Held
3.36MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio