Kfg Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 149,328 shares of UMAR stock, worth $5.71 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
149,328
Previous 130,878
14.1%
Holding current value
$5.71 Million
Previous $4.65 Million
20.83%
% of portfolio
1.29%
Previous 1.19%
Shares
11 transactions
Others Institutions Holding UMAR
# of Institutions
74Shares Held
3.93MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.55MShares$59.4 Million0.88% of portfolio
-
Mgo One Seven LLC Beachwood, OH248KShares$9.49 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.95 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.49 Million1.95% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH136KShares$5.18 Million0.48% of portfolio