Kingsview Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,831 shares of KJUL stock, worth $302,696. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,831
Previous 10,358
5.09%
Holding current value
$302,696
Previous $302,000
0.66%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding KJUL
# of Institutions
97Shares Held
3.35MCall 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