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 414,803 shares of UFEB stock, worth $14.8 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
414,803
Previous 434,957
4.63%
Holding current value
$14.8 Million
Previous $14.9 Million
0.58%
% of portfolio
3.14%
Previous 3.44%
Shares
12 transactions
Others Institutions Holding UFEB
# of Institutions
93Shares Held
5.21MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.1 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL969KShares$34.5 Million0.04% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.77 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ161KShares$5.73 Million0.01% of portfolio
-
Truist Financial Corp140KShares$4.98 Million0.01% of portfolio