ALTFEST L J & CO INC TBJL Holdings History
ALTFEST L J & CO INC's Innovator 20+ Year Treasury Bond 9 Buffer ETF - July Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 859,137.00 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF - July(TBJL), totaling $17.38 Mil. This investment constitutes 2.18% of their stock portfolio, and ALTFEST L J & CO INC now holds 49.09% of the outstanding Innovator 20+ Year Treasury Bond 9 Buffer ETF - July(TBJL) stock.
The initial trade took place in 2022Q4. And since then ALTFEST L J & CO INC has made 5 purchases of TBJL, at an average price of $19.58, for a total of 3.89 Mil shares. In addition, there have been 5 sales at an average price of $20.41 for 3.03 Mil shares. Based on historical transaction data and TBJL's current price of $19.99, ALTFEST L J & CO INC's estimated gain on his TBJL holdings is $2.88 Mil, reflecting a 3.77% gain to date.
ALTFEST L J & CO INC TBJL ($19.99) Holding Chart
ALTFEST L J & CO INC TBJL ($19.99) 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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