KFG WEALTH MANAGEMENT, LLC UFEB Holdings History
KFG WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Ultra Buffer ETF - February Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 434,957.00 shares of Innovator U.S. Equity Ultra Buffer ETF - February(UFEB), totaling $14.92 Mil. This investment constitutes 2.4% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 5.63% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - February(UFEB) stock.
The initial trade took place in 2024Q4. And since then KFG WEALTH MANAGEMENT, LLC has made 3 purchases of UFEB, at an average price of $33.07, for a total of 434,957.00 shares. Based on historical transaction data and UFEB's current price of $34.64, KFG WEALTH MANAGEMENT, LLC's estimated gain on his UFEB holdings is $683,936.78, reflecting a 4.75% gain to date.
KFG WEALTH MANAGEMENT, LLC UFEB ($34.64) Holding Chart
KFG WEALTH MANAGEMENT, LLC UFEB ($34.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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