Number of Shares
34,596.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.4%
Total Estimate Gain
$39,962.36
% of Total Estimate Gain
3.16%

ATTICUS WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Power Buffer ETF - February Holding Summary

As of 2025-03-31, ATTICUS WEALTH MANAGEMENT, LLC held 34,596.00 shares of Innovator U.S. Equity Power Buffer ETF - February(PFEB), totaling $1.24 Mil. This investment constitutes 0.4% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Innovator U.S. Equity Power Buffer ETF - February(PFEB) stock.

The initial trade took place in 2024Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 2 purchases of PFEB, at an average price of $36.52, for a total of 34,596.00 shares. Based on historical transaction data and PFEB's current price of $37.68, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his PFEB holdings is $39,962.36, reflecting a 3.16% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC PFEB ($37.68) Holding Chart

ATTICUS WEALTH MANAGEMENT, LLC PFEB ($37.68) 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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