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

Kfg Wealth Management, LLC

$390 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UFEB

# of Institutions

65

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

119K
Shares

$3.76 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.66 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.33 Million
0.01% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

73.3K
Shares

$2.31 Million
0.44% of portfolio
Commonwealth Equity Services, LLC

68.8K
Shares

$2.17 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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