Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 132,163 shares of POCT stock, worth $5.57 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
132,163
Previous 134,331
1.61%
Holding current value
$5.57 Million
Previous $5.2 Million
4.94%
% of portfolio
1.26%
Previous 1.33%
Shares
11 transactions
Others Institutions Holding POCT
# of Institutions
227Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.79MShares$75.5 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.42MShares$59.8 Million0.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL699KShares$29.5 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ692KShares$29.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc509KShares$21.5 Million0.01% of portfolio