Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Kfg Wealth Management, LLC

$385 Million
Q4 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 55,298 shares of PJUN stock, worth $2.1 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

55,298

Previous 56,621 2.34%

Holding current value

$2.1 Million

Previous $2.09 Million 0.67%

% of portfolio

0.54%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$36.63 - $37.8 $48,461 - $50,009	-1,323 Reduced 2.34%	55,298 $2.07 Million
Q3 2024 Oct 15, 2024	SELL	$34.72 - $36.88 $937 - $995	-27 Reduced 0.05%	56,621 $2.09 Million
Q2 2024 Jul 19, 2024	BUY	$34.41 - $35.64 $140,943 - $145,981	4,096 Added 7.79%	56,648 $2.02 Million
Q1 2024 Apr 19, 2024	SELL	$33.16 - $34.52 $106,211 - $110,567	-3,203 Reduced 5.74%	52,552 $1.81 Million
Q4 2023 Jan 31, 2024	SELL	$30.66 - $33.38 $189,846 - $206,688	-6,192 Reduced 10.0%	55,755 $1.86 Million
Q3 2023 Oct 17, 2023	BUY	$31.24 - $32.1 $258,136 - $265,242	8,263 Added 15.39%	61,947 $1.94 Million
Q2 2023 Jul 18, 2023	BUY	$30.43 - $31.67 $1.01 Million - $1.05 Million	33,077 Added 160.51%	53,684 $1.7 Billion
Q1 2023 Apr 14, 2023	SELL	$29.62 - $31.13 $142,827 - $150,108	-4,822 Reduced 18.96%	20,607 $636 Million
Q4 2022 Jan 18, 2023	BUY	$28.33 - $30.68 $720,403 - $780,161	25,429 New	25,429 $756 Million

Others Institutions Holding PJUN

# of Institutions

166

Shares Held

12.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
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Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History