Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
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 127,613 shares of UAUG stock, worth $4.78 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
127,613
Previous 139,390
8.45%
Holding current value
$4.78 Million
Previous $4.81 Million
0.65%
% of portfolio
1.1%
Previous 1.23%
Shares
11 transactions
Others Institutions Holding UAUG
# of Institutions
92Shares Held
2.45MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC155KShares$5.81 Million0.01% of portfolio
-
Archer Investment Corp152KShares$5.71 Million1.37% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.22 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH125KShares$4.69 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ125KShares$4.67 Million0.01% of portfolio