Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $229 Million
- Q2 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 40,117 shares of UFEB stock, worth $1.3 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
40,117
Previous 41,152
2.52%
Holding current value
$1.3 Million
Previous $1.27 Million
0.24%
% of portfolio
0.55%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
1.27MCall Options Held
0Put Options Held
0-
Truist Financial Corp125KShares$4.06 Million0.01% of portfolio
-
Stratos Wealth Advisors, LLC97.4KShares$3.16 Million0.16% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.2KShares$3.09 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ78.5KShares$2.55 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC76.5KShares$2.48 Million0.0% of portfolio