Number of Shares
74,111.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
4.03%
Total Estimate Gain
$42,243.27
% of Total Estimate Gain
1.55%

Heritage Wealth Partners, LLC's Innovator U.S. Equity Power Buffer ETF - April Holding Summary

As of 2025-03-31, Heritage Wealth Partners, LLC held 74,111.00 shares of Innovator U.S. Equity Power Buffer ETF - April(PAPR), totaling $2.64 Mil. This investment constitutes 4.03% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0.34% of the outstanding Innovator U.S. Equity Power Buffer ETF - April(PAPR) stock.

The initial trade took place in 2025Q1. And since then Heritage Wealth Partners, LLC has made 1 purchases of PAPR, at an average price of $36.83, for a total of 74,111.00 shares. Based on historical transaction data and PAPR's current price of $37.40, Heritage Wealth Partners, LLC's estimated gain on his PAPR holdings is $42,243.27, reflecting a 1.55% gain to date.

Heritage Wealth Partners, LLC PAPR ($37.40) Holding Chart

Heritage Wealth Partners, LLC PAPR ($37.40) 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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