Elmwood Wealth Management, Inc. LOUP Holdings History
Elmwood Wealth Management, Inc.'s Innovator Deepwater Frontier Tech ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 73,225.00 shares of Innovator Deepwater Frontier Tech ETF(LOUP), totaling $3.33 Mil. This investment constitutes 1.36% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 4.58% of the outstanding Innovator Deepwater Frontier Tech ETF(LOUP) stock.
The initial trade took place in 2021Q2. And since then Elmwood Wealth Management, Inc. has made 6 purchases of LOUP, at an average price of $49.29, for a total of 74,125.00 shares. In addition, there have been 1 sales at an average price of $46.60 for 900.00 shares. Based on historical transaction data and LOUP's current price of $63.25, Elmwood Wealth Management, Inc.'s estimated gain on his LOUP holdings is $1.02 Mil, reflecting a 27.92% gain to date.
Elmwood Wealth Management, Inc. LOUP ($63.25) Holding Chart
Elmwood Wealth Management, Inc. LOUP ($63.25) 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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