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 35,102 shares of PJAN stock, worth $1.5 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

35,102

Previous 39,713 11.61%

Holding current value

$1.5 Million

Previous $1.64 Million 9.57%

% of portfolio

0.39%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$41.16 - $42.25 $189,788 - $194,814	-4,611 Reduced 11.61%	35,102 $1.48 Million
Q3 2024 Oct 15, 2024	SELL	$39.31 - $41.32 $17,217 - $18,098	-438 Reduced 1.09%	39,713 $1.64 Million
Q1 2024 Apr 19, 2024	BUY	$36.88 - $39.11 $658,012 - $697,800	17,842 Added 79.98%	40,151 $1.57 Million
Q4 2023 Jan 31, 2024	SELL	$33.78 - $37.24 $809,740 - $892,680	-23,971 Reduced 51.8%	22,309 $830,000
Q2 2023 Jul 18, 2023	BUY	$33.11 - $35.11 $32,116 - $34,056	970 Added 2.14%	46,280 $1.62 Billion
Q1 2023 Apr 14, 2023	BUY	$31.4 - $33.34 $941,403 - $999,566	29,981 Added 195.58%	45,310 $1.52 Billion
Q4 2022 Jan 18, 2023	BUY	$29.37 - $32.4 $450,212 - $496,659	15,329 New	15,329 $483 Million

Others Institutions Holding PJAN

# of Institutions

220

Shares Held

17.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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