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

63

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.73 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.53 Million
0.08% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.37 Million
0.29% of portfolio
Clearstead Advisors, LLC Cleveland, OH

96.5K
Shares

$3.37 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.