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 207,274 shares of UJUN stock, worth $6.88 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
207,274
Previous 48,269
329.41%
Holding current value
$6.88 Million
Previous $1.5 Million
343.32%
% of portfolio
2.89%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding UJUN
# of Institutions
52Shares Held
2.12MCall Options Held
0Put Options Held
0-
Brookstone Capital Management546KShares$18.1 Million0.33% of portfolio
-
Trek Financial, LLC Scottsdale, AZ320KShares$10.6 Million0.85% of portfolio
-
Berger Financial Group, Inc Plymouth, MN153KShares$5.06 Million0.45% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH105KShares$3.48 Million0.37% of portfolio
-
Commonwealth Equity Services, LLC86KShares$2.85 Million0.0% of portfolio