Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 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 262,438 shares of UAUG stock, worth $9.29 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
262,438
Previous 308,295
14.87%
Holding current value
$9.29 Million
Previous $10.4 Million
11.38%
% of portfolio
2.67%
Previous 4.52%
Shares
8 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.1 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.67 Million1.34% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.18 Million0.01% of portfolio
-
Envestnet Asset Management Inc174KShares$6.15 Million0.0% of portfolio