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 78,443 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
78,443
Previous 69,350
13.11%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding USEP
# of Institutions
71Shares Held
3.57MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc131KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio