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

Kfg Wealth Management, LLC

$390 Million
Q1 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 114,999 shares of UDEC stock, worth $3.94 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

114,999

Previous 75,082 53.16%

Holding current value

$3.94 Million

Previous $2.63 Million 49.39%

% of portfolio

1.01%

Previous 0.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$34.08 - $35.99 $1.36 Million - $1.44 Million	39,917 Added 53.16%	114,999 $3.94 Million
Q4 2024 Jan 21, 2025	BUY	$34.96 - $35.65 $759,121 - $774,104	21,714 Added 40.69%	75,082 $2.63 Million
Q3 2024 Oct 15, 2024	SELL	$33.55 - $35.03 $341,237 - $356,290	-10,171 Reduced 16.01%	53,368 $1.87 Million
Q2 2024 Jul 19, 2024	SELL	$32.76 - $34.29 $30,204 - $31,615	-922 Reduced 1.43%	63,539 $2.18 Million
Q1 2024 Apr 19, 2024	SELL	$31.77 - $33.42 $100,520 - $105,740	-3,164 Reduced 4.68%	64,461 $2.15 Million
Q4 2023 Jan 31, 2024	SELL	$28.27 - $32.09 $1 Million - $1.14 Million	-35,533 Reduced 34.45%	67,625 $2.17 Million
Q3 2023 Oct 17, 2023	SELL	$29.31 - $30.77 $316,635 - $332,408	-10,803 Reduced 9.48%	103,158 $3.03 Million
Q2 2023 Jul 18, 2023	BUY	$28.35 - $30.19 $151,870 - $161,727	5,357 Added 4.93%	113,961 $3.44 Billion
Q1 2023 Apr 14, 2023	BUY	$27.29 - $28.69 $1.66 Million - $1.74 Million	60,721 Added 126.81%	108,604 $3.12 Billion
Q4 2022 Jan 18, 2023	BUY	$27.24 - $28.12 $1.3 Million - $1.35 Million	47,883 New	47,883 $1.31 Billion

Others Institutions Holding UDEC

# of Institutions

Shares Held

3.78M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History