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 233,042 shares of UAPR stock, worth $6.77 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
233,042
Previous 93,561
149.08%
Holding current value
$6.77 Million
Previous $2.63 Million
156.91%
% of portfolio
2.95%
Previous 1.19%
Shares
7 transactions
Others Institutions Holding UAPR
# of Institutions
68Shares Held
2.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management644KShares$18.7 Million0.35% of portfolio
-
Tradition Wealth Management, LLC292KShares$8.49 Million0.86% of portfolio
-
Commonwealth Equity Services, LLC211KShares$6.12 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH130KShares$3.77 Million0.43% of portfolio
-
Mgo One Seven LLC Beachwood, OH100KShares$2.9 Million0.15% of portfolio