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

Kfg Wealth Management, LLC

$222 Million
Q1 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 41,152 shares of UFEB stock, worth $1.31 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

41,152

Previous 34,213 20.28%

Holding current value

$1.31 Million

Previous $1.01 Million 25.82%

% of portfolio

0.57%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$29.37 - $30.8 $203,798 - $213,721	6,939 Added 20.28%	41,152 $1.27 Million
Q4 2023 Jan 31, 2024	SELL	$26.73 - $29.46 $468,817 - $516,698	-17,539 Reduced 33.89%	34,213 $1.01 Million
Q3 2023 Oct 17, 2023	BUY	$27.42 - $28.24 $7,814 - $8,048	285 Added 0.55%	51,752 $1.42 Million
Q2 2023 Jul 18, 2023	BUY	$26.48 - $27.83 $64,743 - $68,044	2,445 Added 4.99%	51,467 $1.43 Billion
Q1 2023 Apr 14, 2023	BUY	$25.67 - $26.63 $436,698 - $453,029	17,012 Added 53.15%	49,022 $1.31 Billion

Q4 2022 Jan 18, 2023	BUY	$26.16 - $26.53 $837,381 - $849,225	32,010 New	32,010 $843 Million

Others Institutions Holding UFEB

# of Institutions

Shares Held

1.68M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
Industry ETFs

More about UFEB

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 U.S. Equity Ultra Bu Transaction History