Heritage Wealth Partners, LLC PDEC Holdings History
Heritage Wealth Partners, LLC's Innovator U.S. Equity Power Buffer ETF - December Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held - shares of Innovator U.S. Equity Power Buffer ETF - December(PDEC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding Innovator U.S. Equity Power Buffer ETF - December(PDEC) stock.
The initial trade took place in 2024Q4. And since then Heritage Wealth Partners, LLC has made 1 purchases of PDEC, at an average price of $38.64, for a total of 53,447.00 shares. In addition, there have been 1 sales at an average price of $38.55 for 53,447.00 shares. Based on historical transaction data and PDEC's current price of $40.41, Heritage Wealth Partners, LLC's estimated gain on his PDEC holdings is $-4,810.23, reflecting a -0.23% gain to date.
Heritage Wealth Partners, LLC PDEC ($40.41) Holding Chart
Heritage Wealth Partners, LLC PDEC ($40.41) 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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