Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding UJUN
# of Institutions
54Shares Held
3.25MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.65MShares$60.4 Million0.84% of portfolio
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Berger Financial Group, Inc Plymouth, MN217KShares$7.93 Million0.58% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH164KShares$5.99 Million0.35% of portfolio
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Trek Financial, LLC Scottsdale, AZ157KShares$5.73 Million0.4% of portfolio
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Sea Crest Wealth Management, LLC Purchase, NY105KShares$3.83 Million0.43% of portfolio