Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $222 Million
- Q1 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 48,269 shares of UJUN stock, worth $1.54 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
48,269
Previous 65,950
26.81%
Holding current value
$1.54 Million
Previous $1.98 Million
24.52%
% of portfolio
0.67%
Previous 0.98%
Shares
6 transactions
Others Institutions Holding UJUN
# of Institutions
38Shares Held
1.14MCall Options Held
0Put Options Held
0-
Trek Financial, LLC Scottsdale, AZ315KShares$10.1 Million0.82% of portfolio
-
Berger Financial Group, Inc Plymouth, MN176KShares$5.63 Million0.52% of portfolio
-
Commonwealth Equity Services, LLC84.4KShares$2.7 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH59.1KShares$1.89 Million0.22% of portfolio
-
Brookstone Capital Management53KShares$1.7 Million0.03% of portfolio