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

Kfg Wealth Management, LLC

$344 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

62

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.3 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.9 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.61 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.43 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.43 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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