Ascent Wealth Partners, LLC PJAN Holdings History
Ascent Wealth Partners, LLC's Innovator U.S. Equity Power Buffer ETF - January Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 244,875.00 shares of Innovator U.S. Equity Power Buffer ETF - January(PJAN), totaling $10.15 Mil. This investment constitutes 1.36% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.83% of the outstanding Innovator U.S. Equity Power Buffer ETF - January(PJAN) stock.
The initial trade took place in 2025Q1. And since then Ascent Wealth Partners, LLC has made 1 purchases of PJAN, at an average price of $42.39, for a total of 244,875.00 shares. Based on historical transaction data and PJAN's current price of $44.59, Ascent Wealth Partners, LLC's estimated gain on his PJAN holdings is $538,725.00, reflecting a 5.19% gain to date.
Ascent Wealth Partners, LLC PJAN ($44.59) Holding Chart
Ascent Wealth Partners, LLC PJAN ($44.59) 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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