Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
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 131,664 shares of POCT stock, worth $5.69 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
131,664
Previous 132,163
0.38%
Holding current value
$5.69 Million
Previous $5.46 Million
3.96%
% of portfolio
1.2%
Previous 1.26%
Shares
12 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio