BCS Wealth Management PFEB Holdings History
Number of Shares
153,825.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
1.42%
Total Estimate Gain
$265,343.76
% of Total Estimate Gain
4.73%
BCS Wealth Management's Innovator U.S. Equity Power Buffer ETF - February Holding Summary
As of 2025-03-31, BCS Wealth Management held 153,825.00 shares of Innovator U.S. Equity Power Buffer ETF - February(PFEB), totaling $5.51 Mil. This investment constitutes 1.42% of their stock portfolio, and BCS Wealth Management now holds 0.64% of the outstanding Innovator U.S. Equity Power Buffer ETF - February(PFEB) stock.
The initial trade took place in 2024Q4. And since then BCS Wealth Management has made 2 purchases of PFEB, at an average price of $36.50, for a total of 153,825.00 shares. Based on historical transaction data and PFEB's current price of $38.22, BCS Wealth Management's estimated gain on his PFEB holdings is $265,343.76, reflecting a 4.73% gain to date.
BCS Wealth Management PFEB ($38.22) Holding Chart
BCS Wealth Management PFEB ($38.22) 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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