Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $222 Million
- Q1 2024
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 64,461 shares of UDEC stock, worth $2.22 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
64,461
Previous 67,625
4.68%
Holding current value
$2.22 Million
Previous $2.17 Million
0.55%
% of portfolio
0.97%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding UDEC
# of Institutions
57Shares Held
1.99MCall Options Held
0Put Options Held
0-
Brookstone Capital Management566KShares$19.5 Million0.38% of portfolio
-
Mgo One Seven LLC Beachwood, OH151KShares$5.19 Million0.27% of portfolio
-
Commonwealth Equity Services, LLC113KShares$3.89 Million0.01% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA105KShares$3.61 Million1.0% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL69.7KShares$2.4 Million0.22% of portfolio