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 32,332 shares of UJAN stock, worth $1.21 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
32,332
Previous 19,463
66.12%
Holding current value
$1.21 Million
Previous $670,000
74.18%
% of portfolio
0.53%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding UJAN
# of Institutions
88Shares Held
3.56MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA497KShares$18.6 Million4.09% of portfolio
-
Brookstone Capital Management455KShares$17 Million0.33% of portfolio
-
Envestnet Asset Management Inc266KShares$9.91 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC264KShares$9.87 Million0.02% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA165KShares$6.16 Million0.45% of portfolio