Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 177,837 shares of UAPR stock, worth $5.7 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
177,837
Previous 187,362
5.08%
Holding current value
$5.7 Million
Previous $5.86 Million
2.54%
% of portfolio
1.21%
Previous 1.35%
Shares
12 transactions
Others Institutions Holding UAPR
# of Institutions
94Shares Held
4.17MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.09MShares$34.9 Million4.7% of portfolio
-
Tradition Wealth Management, LLC281KShares$8.99 Million0.78% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH238KShares$7.64 Million0.7% of portfolio
-
Commonwealth Equity Services, LLC171KShares$5.48 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.16 Million0.01% of portfolio