Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Kfg Wealth Management, LLC

$385 Million
Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 31,950 shares of PFEB stock, worth $1.17 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

31,950

Previous 47,993 33.43%

Holding current value

$1.17 Million

Previous $1.73 Million 32.04%

% of portfolio

0.31%

Previous 0.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$35.94 - $36.85 $576,585 - $591,184	-16,043 Reduced 33.43%	31,950 $1.18 Million
Q3 2024 Oct 15, 2024	SELL	$34.29 - $36.04 $224,976 - $236,458	-6,561 Reduced 12.03%	47,993 $1.73 Million
Q2 2024 Jul 19, 2024	SELL	$33.41 - $35.14 $12,294 - $12,931	-368 Reduced 0.67%	54,554 $1.92 Million
Q1 2024 Apr 19, 2024	BUY	$32.55 - $34.16 $789,695 - $828,755	24,261 Added 79.13%	54,922 $1.88 Million
Q4 2023 Jan 31, 2024	SELL	$29.66 - $32.66 $680,874 - $749,742	-22,956 Reduced 42.81%	30,661 $1 Million
Q3 2023 Oct 17, 2023	SELL	$30.36 - $31.28 $64,636 - $66,595	-2,129 Reduced 3.82%	53,617 $1.63 Million
Q2 2023 Jul 18, 2023	BUY	$29.2 - $30.79 $409,092 - $431,367	14,010 Added 33.57%	55,746 $1.72 Billion
Q1 2023 Apr 14, 2023	BUY	$28.16 - $29.33 $750,041 - $781,204	26,635 Added 176.38%	41,736 $1.23 Billion
Q4 2022 Jan 18, 2023	BUY	$26.59 - $28.58 $401,535 - $431,586	15,101 New	15,101 $429 Million

Others Institutions Holding PFEB

# of Institutions

194

Shares Held

12.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History