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

Kfg Wealth Management, LLC

$344 Million
Q3 2024

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 226,752 shares of UAPR stock, worth $7.01 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

226,752

Previous 233,042 2.7%

Holding current value

$7.01 Million

Previous $6.77 Million 1.18%

% of portfolio

1.99%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$28.28 - $30.21 $177,881 - $190,020	-6,290 Reduced 2.7%	226,752 $6.85 Million
Q2 2024 Jul 19, 2024	BUY	$27.32 - $29.08 $3.81 Million - $4.06 Million	139,481 Added 149.08%	233,042 $6.77 Million
Q1 2024 Apr 19, 2024	BUY	$27.32 - $28.16 $319,507 - $329,331	11,695 Added 14.29%	93,561 $2.63 Million
Q4 2023 Jan 31, 2024	SELL	$25.15 - $27.45 $140,286 - $153,116	-5,578 Reduced 6.38%	81,866 $2.25 Million
Q3 2023 Oct 17, 2023	SELL	$25.68 - $26.39 $36,465 - $37,473	-1,420 Reduced 1.6%	87,444 $2.25 Million
Q2 2023 Jul 18, 2023	BUY	$24.84 - $26.07 $543,052 - $569,942	21,862 Added 32.63%	88,864 $2.32 Billion
Q1 2023 Apr 14, 2023	BUY	$24.75 - $25.12 $90,807 - $92,165	3,669 Added 5.79%	67,002 $1.68 Billion
Q4 2022 Jan 18, 2023	BUY	$24.29 - $25.17 $1.54 Million - $1.59 Million	63,333 New	63,333 $1.57 Billion

Others Institutions Holding UAPR

# of Institutions

Shares Held

3.56M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
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Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History