Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 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 204,644 shares of UAPR stock, worth $6.49 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
204,644
Previous 226,752
9.75%
Holding current value
$6.49 Million
Previous $6.85 Million
7.83%
% of portfolio
1.64%
Previous 1.99%
Shares
9 transactions
Others Institutions Holding UAPR
# of Institutions
80Shares Held
3.16MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC285KShares$9.05 Million0.83% of portfolio
-
Commonwealth Equity Services, LLC253KShares$8.03 Million0.01% of portfolio
-
Ae Wealth Management LLC226KShares$7.17 Million0.07% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH203KShares$6.44 Million0.51% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ145KShares$4.61 Million0.01% of portfolio