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 32,332 shares of UJAN stock, worth $1.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
32,332
Previous 19,463 66.12%
Holding current value
$1.2 Million
Previous $670,000 74.18%
% of portfolio
0.53%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$34.12 - $36.1 $439,090 - $464,570
12,869 Added 66.12%
32,332 $1.17 Million
Q4 2023

Jan 31, 2024
SELL
$31.65 - $34.43 $330,932 - $360,000
-10,456 Reduced 34.95%
19,463 $670,000
Q3 2023

Oct 17, 2023
SELL
$32.46 - $33.26 $36,192 - $37,084
-1,115 Reduced 3.59%
29,919 $974,000
Q2 2023

Jul 18, 2023
SELL
$31.05 - $32.73 $13,196 - $13,910
-425 Reduced 1.35%
31,034 $1.02 Billion
Q1 2023

Apr 14, 2023
BUY
$29.63 - $31.18 $318,107 - $334,748
10,736 Added 51.81%
31,459 $984 Million
Q4 2022

Jan 18, 2023
BUY
$29.52 - $29.73 $611,742 - $616,094
20,723 New
20,723 $616 Million

Others Institutions Holding UJAN

# of Institutions
88
Shares Held
3.56M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UJAN Quotes by TradingView
  • Ticker UJAN
  • Sector ETFs
  • Industry ETFs
More about UJAN
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