Number of Shares
51,122.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
1.57%
Total Estimate Gain
$82,104.86
% of Total Estimate Gain
4.56%

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

As of 2025-03-31, IMG Wealth Management, Inc. held 51,122.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $1.75 Mil. This investment constitutes 1.57% of their stock portfolio, and IMG Wealth Management, Inc. now holds 0.45% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.

The initial trade took place in 2024Q4. And since then IMG Wealth Management, Inc. has made 1 purchases of UDEC, at an average price of $35.21, for a total of 51,122.00 shares. Based on historical transaction data and UDEC's current price of $36.82, IMG Wealth Management, Inc.'s estimated gain on his UDEC holdings is $82,104.86, reflecting a 4.56% gain to date.

IMG Wealth Management, Inc. UDEC ($36.82) Holding Chart

IMG Wealth Management, Inc. UDEC ($36.82) 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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