Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $229 Million
- Q2 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 63,539 shares of UDEC stock, worth $2.23 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
63,539
Previous 64,461
1.43%
Holding current value
$2.23 Million
Previous $2.15 Million
1.11%
% of portfolio
0.95%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding UDEC
# of Institutions
58Shares Held
1.5MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC118KShares$4.13 Million0.01% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.04 Million0.19% of portfolio
-
Brookstone Capital Management109KShares$3.82 Million0.07% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA97.1KShares$3.4 Million0.83% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH89.8KShares$3.14 Million0.34% of portfolio