Kfg Wealth Management, LLC Innovator Etfs Tr Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 106,040 shares of BALT stock, worth $3.5 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
106,040
Previous 58,937
79.92%
Holding current value
$3.5 Million
Previous $1.89 Million
84.13%
% of portfolio
0.74%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
236Shares Held
38.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.3 Million7.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.33MShares$76.9 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.1MShares$69.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.25MShares$41.1 Million0.05% of portfolio