Number of Shares
223,475.00
Current Holdings Value*
$7.17 Mil
% of Portfolio
4.98%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
19.10%

Dominguez Wealth Management Solutions, Inc.'s Innovator Defined Wealth Shield ETF Holding Summary

As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 223,475.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $7.17 Mil. This investment constitutes 4.98% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.48% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.

The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 5 purchases of BALT, at an average price of $26.94, for a total of 238,378.00 shares. In addition, there have been 5 sales at an average price of $29.03 for 14,903.00 shares. Based on historical transaction data and BALT's current price of $32.28, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his BALT holdings is $1.23 Mil, reflecting a 19.10% gain to date.

Dominguez Wealth Management Solutions, Inc. BALT ($32.28) Holding Chart

Dominguez Wealth Management Solutions, Inc. BALT ($32.28) 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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