Kfg Wealth Management, LLC Innovator Etfs Tr Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
A detailed history of Kfg Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 58,937 shares of BALT stock, worth $1.91 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
58,937
Previous 43,981
34.01%
Holding current value
$1.91 Million
Previous $1.38 Million
36.96%
% of portfolio
0.44%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
205Shares Held
32.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.15MShares$102 Million9.7% of portfolio
-
Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.69MShares$54.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.45MShares$47.1 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio