Number of Shares
182,581.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
3.99%
Total Estimate Gain
$740,911.38
% of Total Estimate Gain
13.26%

Financial Designs Corp's Innovator Defined Wealth Shield ETF Holding Summary

As of 2025-03-31, Financial Designs Corp held 182,581.00 shares of Innovator Defined Wealth Shield ETF(BALT), totaling $5.73 Mil. This investment constitutes 3.99% of their stock portfolio, and Financial Designs Corp now holds 0.42% of the outstanding Innovator Defined Wealth Shield ETF(BALT) stock.

The initial trade took place in 2023Q4. And since then Financial Designs Corp has made 3 purchases of BALT, at an average price of $28.27, for a total of 197,741.00 shares. In addition, there have been 3 sales at an average price of $29.96 for 15,160.00 shares. Based on historical transaction data and BALT's current price of $32.19, Financial Designs Corp's estimated gain on his BALT holdings is $740,911.38, reflecting a 13.26% gain to date.

Financial Designs Corp BALT ($32.19) Holding Chart

Financial Designs Corp BALT ($32.19) 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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