Outlook Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,711 shares of KJUL stock, worth $391,371. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,711
Previous 12,711
-0.0%
Holding current value
$391,371
Previous $371,000
5.93%
% of portfolio
0.12%
Previous 0.12%
Shares
7 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