Compass Financial Services Inc Innovator U.S. Small Cap Power Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Compass Financial Services Inc holds 1,174 shares of KJUL stock, worth $36,147. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,174
-0.0%
Holding current value
$36,147
Previous $34.3 Million
6.05%
% of portfolio
0.02%
Previous 0.02%
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
-
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