Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $454 Million
- Q4 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 133,406 shares of UJUL stock, worth $5.1 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
133,406
Previous 174,667
23.62%
Holding current value
$5.1 Million
Previous $6.66 Million
23.44%
% of portfolio
1.12%
Previous 1.41%
Shares
13 transactions
Others Institutions Holding UJUL
# of Institutions
86Shares Held
3.13MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ324KShares$12.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL279KShares$10.7 Million0.0% of portfolio
-
Kestra Advisory Services, LLC251KShares$9.58 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL218KShares$8.34 Million0.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH165KShares$6.31 Million0.38% of portfolio