Number of Shares
18,812.00
Current Holdings Value*
$787,390.00
% of Portfolio
0.71%
Total Estimate Gain
$46,337.76
% of Total Estimate Gain
5.67%

IMG Wealth Management, Inc.'s Innovator U.S. Equity Buffer ETF - December Holding Summary

As of 2025-03-31, IMG Wealth Management, Inc. held 18,812.00 shares of Innovator U.S. Equity Buffer ETF - December(BDEC), totaling $787,390.00. This investment constitutes 0.71% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.41% of the outstanding Innovator U.S. Equity Buffer ETF - December(BDEC) stock.

The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of BDEC, at an average price of $43.42, for a total of 18,812.00 shares. Based on historical transaction data and BDEC's current price of $45.88, IMG Wealth Management, Inc.'s estimated gain on his BDEC holdings is $46,337.76, reflecting a 5.67% gain to date.

IMG Wealth Management, Inc. BDEC ($45.88) Holding Chart

IMG Wealth Management, Inc. BDEC ($45.88) 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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