Number of Shares
217,892.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
5.76%
Total Estimate Gain
$359,574.33
% of Total Estimate Gain
5.07%

Authentikos Wealth Advisory, LLC's Innovator Equity Managed Floor ETF Holding Summary

As of 2025-03-31, Authentikos Wealth Advisory, LLC held 217,892.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $6.84 Mil. This investment constitutes 5.76% of their stock portfolio, and Authentikos Wealth Advisory, LLC now holds 0.91% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.

The initial trade took place in 2024Q3. And since then Authentikos Wealth Advisory, LLC has made 2 purchases of SFLR, at an average price of $32.44, for a total of 218,625.00 shares. In addition, there have been 1 sales at an average price of $32.70 for 733.00 shares. Based on historical transaction data and SFLR's current price of $34.09, Authentikos Wealth Advisory, LLC's estimated gain on his SFLR holdings is $359,574.33, reflecting a 5.07% gain to date.

Authentikos Wealth Advisory, LLC SFLR ($34.09) Holding Chart

Authentikos Wealth Advisory, LLC SFLR ($34.09) 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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