Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
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 210,472 shares of UJUN stock, worth $7.04 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
210,472
Previous 207,274
1.54%
Holding current value
$7.04 Million
Previous $6.63 Million
5.44%
% of portfolio
2.03%
Previous 2.89%
Shares
8 transactions
Others Institutions Holding UJUN
# of Institutions
50Shares Held
2.17MCall Options Held
0Put Options Held
0-
Brookstone Capital Management584KShares$19.5 Million0.32% of portfolio
-
Trek Financial, LLC Scottsdale, AZ320KShares$10.7 Million0.85% of portfolio
-
Berger Financial Group, Inc Plymouth, MN153KShares$5.11 Million0.45% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH112KShares$3.75 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC86KShares$2.88 Million0.0% of portfolio