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 97,029 shares of UJUN stock, worth $3.57 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
97,029
Previous 112,120
13.46%
Holding current value
$3.57 Million
Previous $4.11 Million
13.13%
% of portfolio
0.79%
Previous 0.87%
Shares
13 transactions
Others Institutions Holding UJUN
# of Institutions
56Shares Held
1.61MCall Options Held
0Put Options Held
0-
Berger Financial Group, Inc Plymouth, MN217KShares$7.98 Million0.58% of portfolio
-
Trek Financial, LLC Scottsdale, AZ155KShares$5.69 Million0.37% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH146KShares$5.37 Million0.33% of portfolio
-
Sea Crest Wealth Management, LLC Purchase, NY97.4KShares$3.59 Million0.39% of portfolio
-
Commonwealth Equity Services, LLC56.9KShares$2.09 Million0.0% of portfolio