Compass Advisory Group LLC KJAN Holdings History
Compass Advisory Group LLC's Innovator U.S. Small Cap Power Buffer ETF - January Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 536,845.00 shares of Innovator U.S. Small Cap Power Buffer ETF - January(KJAN), totaling $19.19 Mil. This investment constitutes 6.68% of their stock portfolio, and Compass Advisory Group LLC now holds 6.37% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - January(KJAN) stock.
The initial trade took place in 2024Q4. And since then Compass Advisory Group LLC has made 2 purchases of KJAN, at an average price of $38.00, for a total of 536,845.00 shares. Based on historical transaction data and KJAN's current price of $37.44, Compass Advisory Group LLC's estimated gain on his KJAN holdings is $-301,881.63, reflecting a -1.48% gain to date.
Compass Advisory Group LLC KJAN ($37.44) Holding Chart
Compass Advisory Group LLC KJAN ($37.44) 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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