Xml Financial, LLC Innovator U.S. Small Cap Power Transaction History
Xml Financial, LLC
- $1.2 Billion
- Q3 2025
A detailed history of Xml Financial, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Xml Financial, LLC holds 150,120 shares of KJUL stock, worth $4.62 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
150,120
Previous 151,735
1.06%
Holding current value
$4.62 Million
Previous $4.43 Million
4.9%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
98Shares 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