A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 19,818 shares of KJUL stock, worth $582,649. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,818
Previous 22,292 11.1%
Holding current value
$582,649
Previous $616,000 6.33%
% of portfolio
0.05%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$27.38 - $29.23 $67,738 - $72,315
-2,474 Reduced 11.1%
19,818 $577,000
Q2 2024

Aug 12, 2024

SELL
$26.59 - $28.26 $37,890 - $40,270
-1,425 Reduced 6.01%
22,292 $616,000
Q1 2024

May 13, 2024

SELL
$26.22 - $28.08 $5.17 Million - $5.53 Million
-197,050 Reduced 89.26%
23,717 $665,000
Q4 2023

Feb 12, 2024

SELL
$23.87 - $27.32 $49,339 - $56,470
-2,067 Reduced 0.93%
220,767 $6.39 Million
Q3 2023

Nov 13, 2023

BUY
$24.83 - $26.45 $235,686 - $251,063
9,492 Added 4.45%
222,834 $5.92 Million
Q2 2023

Aug 14, 2023

SELL
$23.89 - $25.77 $42,404 - $45,741
-1,775 Reduced 0.83%
213,342 $5.88 Million
Q1 2023

May 11, 2023

SELL
$24.02 - $26.06 $54,141 - $58,739
-2,254 Reduced 1.04%
215,117 $5.71 Million
Q4 2022

Feb 03, 2023

SELL
$23.21 - $24.96 $2.53 Million - $2.72 Million
-108,960 Reduced 33.39%
217,371 $5.52 Million
Q3 2022

Nov 14, 2022

SELL
$22.95 - $25.25 $618,364 - $680,336
-26,944 Reduced 7.63%
326,331 $7.9 Million
Q2 2022

Aug 02, 2022

SELL
$22.69 - $25.89 $465,031 - $530,615
-20,495 Reduced 5.48%
353,275 $8.58 Million
Q1 2022

May 11, 2022

SELL
$24.6 - $26.59 $622,232 - $672,567
-25,294 Reduced 6.34%
373,770 $10 Million
Q4 2021

Feb 14, 2022

SELL
$25.82 - $27.24 $4.42 Million - $4.67 Million
-171,268 Reduced 30.03%
399,064 $11 Million
Q3 2021

Nov 12, 2021

BUY
$25.55 - $26.66 $12.6 Million - $13.1 Million
492,359 Added 631.45%
570,332 $15.7 Million
Q2 2021

Aug 09, 2021

SELL
$26.41 - $26.61 $766,999 - $772,807
-29,042 Reduced 27.14%
77,973 $2.07 Million
Q1 2021

May 14, 2021

BUY
$25.75 - $26.44 $1.07 Million - $1.1 Million
41,415 Added 63.13%
107,015 $2.83 Million
Q4 2020

Feb 16, 2021

BUY
$23.95 - $25.97 $1.57 Million - $1.7 Million
65,600 New
65,600 $1.69 Million

Others Institutions Holding KJUL

About INNOVATOR U.S. SMALL CAP POWER


  • Ticker KJUL
  • Sector Technology
More about KJUL
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.