Tradition Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Tradition Wealth Management, LLC
- $1.21 Billion
- Q3 2025
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 18,322 shares of KJUL stock, worth $564,134. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,322
Previous 18,333
0.06%
Holding current value
$564,134
Previous $535,000
5.98%
% of portfolio
0.05%
Previous 0.05%
Shares
20 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