Outlook Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
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 $381,075. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,711
Previous 12,711
-0.0%
Holding current value
$381,075
Previous $370,000
1.08%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding KJUL
# of Institutions
84Shares Held
4.83MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18 Million0.03% of portfolio
-
Allworth Financial LP493KShares$14.8 Million0.08% of portfolio
-
Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC297KShares$8.91 Million0.01% of portfolio