Kfg Wealth Management, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 137,107 shares of PMAY stock, worth $4.92 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

137,107

Previous 147,262 6.9%

Holding current value

$4.92 Million

Previous $5.29 Million 7.55%

% of portfolio

1.25%

Previous 1.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$35.29 - $36.56 $358,369 - $371,266	-10,155 Reduced 6.9%	137,107 $4.89 Million
Q4 2024 Jan 21, 2025	SELL	$35.07 - $36.08 $516,230 - $531,097	-14,720 Reduced 9.09%	147,262 $5.29 Million
Q3 2024 Oct 15, 2024	SELL	$33.3 - $35.24 $101,798 - $107,728	-3,057 Reduced 1.85%	161,982 $5.71 Million
Q2 2024 Jul 19, 2024	BUY	$32.47 - $34.15 $320,251 - $336,821	9,863 Added 6.36%	165,039 $5.63 Million
Q1 2024 Apr 19, 2024	SELL	$31.26 - $32.48 $279,183 - $290,078	-8,931 Reduced 5.44%	155,176 $5.04 Million
Q4 2023 Jan 31, 2024	SELL	$28.85 - $31.49 $1.37 Million - $1.49 Million	-47,390 Reduced 22.41%	164,107 $5.17 Million
Q3 2023 Oct 17, 2023	SELL	$29.39 - $30.19 $507,330 - $521,139	-17,262 Reduced 7.55%	211,497 $6.24 Million
Q2 2023 Jul 18, 2023	BUY	$28.31 - $29.85 $5.71 Million - $6.02 Million	201,534 Added 740.25%	228,759 $6.83 Billion
Q1 2023 Apr 14, 2023	BUY	$27.9 - $29.3 $136,096 - $142,925	4,878 Added 21.83%	27,225 $784 Million
Q4 2022 Jan 18, 2023	BUY	$26.8 - $28.97 $598,899 - $647,392	22,347 New	22,347 $628 Million

Others Institutions Holding PMAY

# of Institutions

187

Shares Held

12.5M

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
Sector ETFs
Industry ETFs

More about PMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Account

Kfg Wealth Management, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History