Number of Shares
190,120.00
Current Holdings Value*
$6.15 Mil
% of Portfolio
1.99%
Total Estimate Gain
$958,434.94
% of Total Estimate Gain
16.85%

D.B. Root & Company, LLC's Innovator Buffer Step-Up Strategy ETF Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 190,120.00 shares of Innovator Buffer Step-Up Strategy ETF(BSTP), totaling $6.15 Mil. This investment constitutes 1.99% of their stock portfolio, and D.B. Root & Company, LLC now holds 11.52% of the outstanding Innovator Buffer Step-Up Strategy ETF(BSTP) stock.

The initial trade took place in 2023Q2. And since then D.B. Root & Company, LLC has made 7 purchases of BSTP, at an average price of $29.83, for a total of 190,657.00 shares. In addition, there have been 1 sales at an average price of $27.15 for 537.00 shares. Based on historical transaction data and BSTP's current price of $34.88, D.B. Root & Company, LLC's estimated gain on his BSTP holdings is $958,434.94, reflecting a 16.85% gain to date.

D.B. Root & Company, LLC BSTP ($34.88) Holding Chart

D.B. Root & Company, LLC BSTP ($34.88) 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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