Dixon Hughes Goodman Wealth Advisors LLC POCT Holdings History
Number of Shares
213,025.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
1.9%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
39.45%
Dixon Hughes Goodman Wealth Advisors LLC's Innovator U.S. Equity Power Buffer ETF - October Holding Summary
As of 2022-03-31, Dixon Hughes Goodman Wealth Advisors LLC held 213,025.00 shares of Innovator U.S. Equity Power Buffer ETF - October(POCT), totaling $6.44 Mil. This investment constitutes 1.9% of their stock portfolio, and Dixon Hughes Goodman Wealth Advisors LLC now holds 3.35% of the outstanding Innovator U.S. Equity Power Buffer ETF - October(POCT) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $29.85 for 464.00 shares. Based on historical transaction data and POCT's current price of $41.93, Dixon Hughes Goodman Wealth Advisors LLC's estimated gain on his POCT holdings is $2.53 Mil, reflecting a 39.45% gain to date.
Dixon Hughes Goodman Wealth Advisors LLC POCT ($41.93) Holding Chart
Dixon Hughes Goodman Wealth Advisors LLC POCT ($41.93) 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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