Kfg Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 4,663 shares of BJAN stock, worth $227,740. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,663
Previous 4,681
0.38%
Holding current value
$227,740
Previous $217,000
2.76%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
115Shares Held
3.77MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC469KShares$22.9 Million0.03% of portfolio
-
Crown Wealth Group, LLC335KShares$16.4 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA278KShares$13.6 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.241KShares$11.8 Million3.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$7.07 Million0.01% of portfolio