Number of Shares
75,776.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
0.26%
Total Estimate Gain
$68,031.69
% of Total Estimate Gain
2.74%

BEACON FINANCIAL GROUP's Innovator Equity Managed Floor ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL GROUP held 75,776.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $2.38 Mil. This investment constitutes 0.26% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.33% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.

The initial trade took place in 2025Q1. And since then BEACON FINANCIAL GROUP has made 1 purchases of SFLR, at an average price of $32.71, for a total of 75,776.00 shares. Based on historical transaction data and SFLR's current price of $33.61, BEACON FINANCIAL GROUP's estimated gain on his SFLR holdings is $68,031.69, reflecting a 2.74% gain to date.

BEACON FINANCIAL GROUP SFLR ($33.61) Holding Chart

BEACON FINANCIAL GROUP SFLR ($33.61) 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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