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 15,609 shares of UJUL stock, worth $514,472. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,609
Previous 15,064 3.62%
Holding current value
$514,472
Previous $456,000 8.99%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Apr 19, 2024
BUY
$29.98 - $31.87 $16,339 - $17,369
545 Added 3.62%
15,609 $497,000
Q4 2023

Jan 31, 2024
SELL
$27.63 - $30.32 $114,443 - $125,585
-4,142 Reduced 21.57%
15,064 $456,000
Q3 2023

Oct 17, 2023
BUY
$28.18 - $29.28 $327,479 - $340,262
11,621 Added 153.21%
19,206 $542,000
Q2 2023

Jul 18, 2023
SELL
$26.94 - $28.8 $101,294 - $108,288
-3,760 Reduced 33.14%
7,585 $218 Million
Q1 2023

Apr 14, 2023
SELL
$25.63 - $27.05 $73,019 - $77,065
-2,849 Reduced 20.07%
11,345 $309 Million
Q4 2022

Jan 18, 2023
BUY
$25.27 - $26.39 $358,682 - $374,579
14,194 New
14,194 $366 Million

Others Institutions Holding UJUL

# of Institutions
52
Shares Held
1.63M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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