Collaborative Wealth Managment Inc. Innovator U.S. Small Cap Power Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,496 shares of KJUL stock, worth $200,011. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,496Holding current value
$200,011% of portfolio
0.08%Shares
1 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
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Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
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Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio