Number of Shares
89,497.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
2.5%
Total Estimate Gain
$72,940.06
% of Total Estimate Gain
3.16%

Bright Futures Wealth Management, LLC.'s Innovator Equity Defined Protection ETF - 1 Yr March Holding Summary

As of 2025-03-31, Bright Futures Wealth Management, LLC. held 89,497.00 shares of Innovator Equity Defined Protection ETF - 1 Yr March(ZMAR), totaling $2.28 Mil. This investment constitutes 2.5% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 2.25% of the outstanding Innovator Equity Defined Protection ETF - 1 Yr March(ZMAR) stock.

The initial trade took place in 2025Q1. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of ZMAR, at an average price of $25.81, for a total of 89,497.00 shares. Based on historical transaction data and ZMAR's current price of $26.63, Bright Futures Wealth Management, LLC.'s estimated gain on his ZMAR holdings is $72,940.06, reflecting a 3.16% gain to date.

Bright Futures Wealth Management, LLC. ZMAR ($26.63) Holding Chart

Bright Futures Wealth Management, LLC. ZMAR ($26.63) 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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