Crown Wealth Group, LLC Innovator U.S. Small Cap Power Transaction History
Crown Wealth Group, LLC
- $211 Million
- Q3 2024
A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Crown Wealth Group, LLC holds 21,200 shares of KJUL stock, worth $637,696. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,200
Previous 24,726
14.26%
Holding current value
$637,696
Previous $683,000
9.66%
% of portfolio
0.29%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding KJUL
# of Institutions
85Shares Held
3.95MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18.1 Million0.03% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.94 Million0.01% of portfolio
-
Maltin Wealth Management, Inc.196KShares$5.89 Million3.2% of portfolio