Crown Wealth Group, LLC ZALT Holdings History
Crown Wealth Group, LLC's Innovator U.S. Equity 10 Buffer ETF - Quarterly Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 7,388.00 shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT), totaling $219,940.00. This investment constitutes 0.11% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.05% of the outstanding Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT) stock.
The initial trade took place in 2024Q3. And since then Crown Wealth Group, LLC has made 2 purchases of ZALT, at an average price of $28.70, for a total of 283,158.00 shares. In addition, there have been 1 sales at an average price of $30.00 for 275,770.00 shares. Based on historical transaction data and ZALT's current price of $30.96, Crown Wealth Group, LLC's estimated gain on his ZALT holdings is $374,180.69, reflecting a 4.60% gain to date.
Crown Wealth Group, LLC ZALT ($30.96) Holding Chart
Crown Wealth Group, LLC ZALT ($30.96) 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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