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 90,548 shares of UMAR stock, worth $3.05 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

90,548

Previous 29,364 208.36%

Holding current value

$3.05 Million

Previous $927,000 218.99%

% of portfolio

1.33%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$31.53 - $32.66 $1.93 Million - $2 Million	61,184 Added 208.36%	90,548 $2.96 Million
Q4 2023 Jan 31, 2024	SELL	$29.16 - $31.6 $301,193 - $326,396	-10,329 Reduced 26.02%	29,364 $927,000
Q3 2023 Oct 17, 2023	SELL	$29.72 - $30.47 $62,649 - $64,230	-2,108 Reduced 5.04%	39,693 $1.18 Million
Q2 2023 Jul 18, 2023	SELL	$28.62 - $30.06 $6,010 - $6,312	-210 Reduced 0.5%	41,801 $1.26 Billion
Q1 2023 Apr 14, 2023	BUY	$27.76 - $28.72 $284,512 - $294,351	10,249 Added 32.27%	42,011 $1.21 Billion

Q4 2022 Jan 18, 2023	BUY	$28.07 - $28.79 $891,559 - $914,427	31,762 New	31,762 $894 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

3.33M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Account

Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History