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 166,224 shares of UJUL stock, worth $6.11 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
166,224
Previous 202,690
17.99%
Holding current value
$6.11 Million
Previous $6.77 Million
9.61%
% of portfolio
1.41%
Previous 1.73%
Shares
11 transactions
Others Institutions Holding UJUL
# of Institutions
71Shares Held
2.9MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ311KShares$11.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL265KShares$9.74 Million0.0% of portfolio
-
Kestra Advisory Services, LLC248KShares$9.14 Million0.04% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH244KShares$8.97 Million0.65% of portfolio
-
Raymond James & Associates St Petersburg, FL218KShares$8.02 Million0.0% of portfolio