Kfg Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 137,354 shares of UAUG stock, worth $5.41 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
137,354
Previous 127,613
7.63%
Holding current value
$5.41 Million
Previous $4.78 Million
12.31%
% of portfolio
1.14%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding UAUG
# of Institutions
101Shares Held
4.35MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.65MShares$65 Million0.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$11.3 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$6.43 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC163KShares$6.41 Million0.01% of portfolio
-
Archer Investment Corp153KShares$6.04 Million1.36% of portfolio