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 262,438 shares of UAUG stock, worth $9.27 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
262,438
Previous 308,295 14.87%
Holding current value
$9.27 Million
Previous $10.4 Million 11.38%
% of portfolio
2.67%
Previous 4.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$33.02 - $35.03 $1.51 Million - $1.61 Million
-45,857 Reduced 14.87%
262,438 $9.19 Million
Q2 2024

Jul 19, 2024
SELL
$31.71 - $33.65 $12.2 Million - $13 Million
-385,845 Reduced 55.59%
308,295 $10.4 Million
Q1 2024

Apr 19, 2024
SELL
$30.37 - $32.65 $449,688 - $483,448
-14,807 Reduced 2.09%
694,140 $22.7 Million
Q4 2023

Jan 31, 2024
BUY
$28.09 - $30.81 $16.6 Million - $18.2 Million
591,184 Added 502.01%
708,947 $21.8 Million
Q3 2023

Oct 17, 2023
BUY
$28.47 - $29.76 $2.18 Million - $2.28 Million
76,708 Added 186.84%
117,763 $3.38 Million
Q2 2023

Jul 18, 2023
BUY
$26.74 - $28.82 $47,436 - $51,126
1,774 Added 4.52%
41,055 $1.18 Billion
Q1 2023

Apr 14, 2023
BUY
$25.99 - $27.29 $103,908 - $109,105
3,998 Added 11.33%
39,281 $1.07 Billion
Q4 2022

Jan 18, 2023
BUY
$25.25 - $26.86 $890,895 - $947,701
35,283 New
35,283 $921 Million

Others Institutions Holding UAUG

# of Institutions
88
Shares Held
4.81M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email