Number of Shares
51,352.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
2.43%
Total Estimate Gain
$89,460.32
% of Total Estimate Gain
4.74%

FSR Wealth Management Ltd.'s Innovator U.S. Equity Power Buffer ETF - February Holding Summary

As of 2025-03-31, FSR Wealth Management Ltd. held 51,352.00 shares of Innovator U.S. Equity Power Buffer ETF - February(PFEB), totaling $1.84 Mil. This investment constitutes 2.43% of their stock portfolio, and FSR Wealth Management Ltd. now holds 0.22% of the outstanding Innovator U.S. Equity Power Buffer ETF - February(PFEB) stock.

The initial trade took place in 2025Q1. And since then FSR Wealth Management Ltd. has made 1 purchases of PFEB, at an average price of $36.72, for a total of 51,352.00 shares. Based on historical transaction data and PFEB's current price of $38.46, FSR Wealth Management Ltd.'s estimated gain on his PFEB holdings is $89,460.32, reflecting a 4.74% gain to date.

FSR Wealth Management Ltd. PFEB ($38.46) Holding Chart

FSR Wealth Management Ltd. PFEB ($38.46) 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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