ODonnell Financial Services, LLC KJUL Holdings History
ODonnell Financial Services, LLC's Innovator U.S. Small Cap Power Buffer ETF - July Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 51,838.00 shares of Innovator U.S. Small Cap Power Buffer ETF - July(KJUL), totaling $1.45 Mil. This investment constitutes 0.6% of their stock portfolio, and ODonnell Financial Services, LLC now holds 1.34% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - July(KJUL) stock.
The initial trade took place in 2024Q4. And since then ODonnell Financial Services, LLC has made 1 purchases of KJUL, at an average price of $29.59, for a total of 646,392.00 shares. In addition, there have been 1 sales at an average price of $29.25 for 594,554.00 shares. Based on historical transaction data and KJUL's current price of $29.57, ODonnell Financial Services, LLC's estimated gain on his KJUL holdings is $-202,993.32, reflecting a -1.06% gain to date.
ODonnell Financial Services, LLC KJUL ($29.57) Holding Chart
ODonnell Financial Services, LLC KJUL ($29.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
