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 40,658 shares of UMAY stock, worth $1.31 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
40,658
Previous 42,559
4.47%
Holding current value
$1.31 Million
Previous $1.25 Million
1.68%
% of portfolio
0.55%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.7 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC62.2KShares$2 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.49 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.4KShares$1.3 Million0.0% of portfolio