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 135,656 shares of UDEC stock, worth $4.94 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
135,656
Previous 114,999 17.96%
Holding current value
$4.94 Million
Previous $3.94 Million 25.62%
% of portfolio
1.14%
Previous 1.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$32.77 - $36.44 $676,929 - $752,741
20,657 Added 17.96%
135,656 $4.94 Million
Q1 2025

Apr 11, 2025
BUY
$34.08 - $35.99 $1.36 Million - $1.44 Million
39,917 Added 53.16%
114,999 $3.94 Million
Q4 2024

Jan 21, 2025
BUY
$34.96 - $35.65 $759,121 - $774,104
21,714 Added 40.69%
75,082 $2.63 Million
Q3 2024

Oct 15, 2024
SELL
$33.55 - $35.03 $341,237 - $356,290
-10,171 Reduced 16.01%
53,368 $1.87 Million
Q2 2024

Jul 19, 2024
SELL
$32.76 - $34.29 $30,204 - $31,615
-922 Reduced 1.43%
63,539 $2.18 Million
Q1 2024

Apr 19, 2024
SELL
$31.77 - $33.42 $100,520 - $105,740
-3,164 Reduced 4.68%
64,461 $2.15 Million
Q4 2023

Jan 31, 2024
SELL
$28.27 - $32.09 $1 Million - $1.14 Million
-35,533 Reduced 34.45%
67,625 $2.17 Million
Q3 2023

Oct 17, 2023
SELL
$29.31 - $30.77 $316,635 - $332,408
-10,803 Reduced 9.48%
103,158 $3.03 Million
Q2 2023

Jul 18, 2023
BUY
$28.35 - $30.19 $151,870 - $161,727
5,357 Added 4.93%
113,961 $3.44 Billion
Q1 2023

Apr 14, 2023
BUY
$27.29 - $28.69 $1.66 Million - $1.74 Million
60,721 Added 126.81%
108,604 $3.12 Billion
Q4 2022

Jan 18, 2023
BUY
$27.24 - $28.12 $1.3 Million - $1.35 Million
47,883 New
47,883 $1.31 Billion

Others Institutions Holding UDEC

# of Institutions
107
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UDEC Quotes by TradingView
  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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