Kfa Private Wealth Group, LLC Portfolio Holdings
Kfa Private Wealth Group, LLC
- $209 Million
- Q3 2024
Kfa Private Wealth Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.5M, Fidelity Covington Tr Blue Chi with a value of $31.7M, Fidelity Merrimack Str Tr Tota with a value of $12.7M, Ishares Tr with a value of $10.3M, and Ishares Core S&P Total U.S. St with a value of $9.04M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $193M to 209M.
Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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