Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,805 shares of KJUL stock, worth $746,134. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,805
Previous 25,933
4.35%
Holding current value
$746,134
Previous $717 Million
0.81%
% of portfolio
0.04%
Previous 0.03%
Shares
4 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