Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 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 278,924 shares of UJUL stock, worth $9.45 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
278,924
Previous 216,210
29.01%
Holding current value
$9.45 Million
Previous $7.04 Million
34.44%
% of portfolio
2.75%
Previous 3.07%
Shares
8 transactions
Others Institutions Holding UJUL
# of Institutions
64Shares Held
2.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management574KShares$19.4 Million0.32% of portfolio
-
Kestra Advisory Services, LLC255KShares$8.65 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL218KShares$7.39 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$7.33 Million0.62% of portfolio
-
Wealth Enhancement Advisory Services, LLC133KShares$4.5 Million0.01% of portfolio