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 43,306 shares of UMAY stock, worth $1.45 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
43,306
Previous 44,406
2.48%
Holding current value
$1.45 Million
Previous $1.47 Million
0.68%
% of portfolio
0.38%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding UMAY
# of Institutions
53Shares Held
938KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH115KShares$3.85 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC85.6KShares$2.86 Million0.0% of portfolio
-
Kestra Advisory Services, LLC58.1KShares$1.94 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.73 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.7KShares$1.36 Million0.0% of portfolio