Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Kfg Wealth Management, LLC
- $222 Million
- Q1 2024
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 54,922 shares of PFEB stock, worth $1.93 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
54,922
Previous 30,661
79.13%
Holding current value
$1.93 Million
Previous $1 Million
87.41%
% of portfolio
0.85%
Previous 0.5%
Shares
6 transactions
Others Institutions Holding PFEB
# of Institutions
186Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.03MShares$107 Million0.04% of portfolio
-
Gradient Investments LLC2.17MShares$76.4 Million2.09% of portfolio
-
Brookstone Capital Management1.09MShares$38.5 Million0.75% of portfolio
-
Penserra Capital Management LLC Orinda, CA1MShares$35.3 Million0.43% of portfolio
-
Commonwealth Equity Services, LLC579KShares$20.4 Million0.03% of portfolio