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 97,434 shares of PMAR stock, worth $3.95 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

97,434

Previous 111,465 12.59%

Holding current value

$3.95 Million

Previous $4.38 Million 10.51%

% of portfolio

1.02%

Previous 1.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$39.04 - $40.41 $547,770 - $566,992	-14,031 Reduced 12.59%	97,434 $3.92 Million
Q3 2024 Oct 15, 2024	SELL	$36.89 - $39.25 $70,164 - $74,653	-1,902 Reduced 1.68%	111,465 $4.38 Million
Q2 2024 Jul 19, 2024	BUY	$35.78 - $37.99 $196,074 - $208,185	5,480 Added 5.08%	113,367 $4.3 Million
Q1 2024 Apr 19, 2024	BUY	$35.51 - $36.81 $1.8 Million - $1.87 Million	50,830 Added 89.09%	107,887 $3.97 Million
Q4 2023 Jan 31, 2024	BUY	$32.79 - $35.63 $21,149 - $22,981	645 Added 1.14%	57,057 $2.03 Million
Q3 2023 Oct 17, 2023	SELL	$33.4 - $34.26 $114,361 - $117,306	-3,424 Reduced 5.72%	56,412 $1.89 Million
Q2 2023 Jul 18, 2023	SELL	$32.0 - $33.77 $471,264 - $497,330	-14,727 Reduced 19.75%	59,836 $2.02 Billion
Q1 2023 Apr 14, 2023	BUY	$30.64 - $32.17 $823,940 - $865,083	26,891 Added 56.41%	74,563 $2.41 Billion
Q4 2022 Jan 18, 2023	BUY	$29.06 - $31.07 $1.39 Million - $1.48 Million	47,672 New	47,672 $1.46 Billion

Others Institutions Holding PMAR

# of Institutions

183

Shares Held

11.4M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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