Altfest L J & CO Inc Innovator U.S. Small Cap Power Transaction History
Altfest L J & CO Inc
- $692 Million
- Q4 2024
Shares
4 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