Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 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 17,154 shares of UFEB stock, worth $575,002. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,154
Previous 33,324
48.52%
Holding current value
$575,002
Previous $1.08 Million
47.42%
% of portfolio
0.15%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
979KCall Options Held
0Put Options Held
0-
Truist Financial Corp119KShares$3.99 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.89 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.48 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC68.8KShares$2.31 Million0.0% of portfolio
-
Brookstone Capital Management50.1KShares$1.68 Million0.03% of portfolio