Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $390 Million
- Q1 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 130,878 shares of UMAR stock, worth $4.63 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
130,878
Previous 71,153
83.94%
Holding current value
$4.63 Million
Previous $2.54 Million
83.06%
% of portfolio
1.19%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding UMAR
# of Institutions
61Shares Held
1.62MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH277KShares$9.8 Million0.39% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.85 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.5KShares$3.45 Million0.05% of portfolio
-
Spire Wealth Management90.9KShares$3.22 Million0.11% of portfolio
-
Brookstone Capital Management78.4KShares$2.78 Million0.05% of portfolio