Number of Shares
300,498.00
Current Holdings Value*
$8.10 Mil
% of Portfolio
3.19%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
37.38%

IronBridge Private Wealth, LLC's Innovator IBD 50 ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 300,498.00 shares of Innovator IBD 50 ETF(FFTY), totaling $8.10 Mil. This investment constitutes 3.19% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 13.36% of the outstanding Innovator IBD 50 ETF(FFTY) stock.

The initial trade took place in 2023Q2. And since then IronBridge Private Wealth, LLC has made 6 purchases of FFTY, at an average price of $24.32, for a total of 313,579.00 shares. In addition, there have been 2 sales at an average price of $27.90 for 13,081.00 shares. Based on historical transaction data and FFTY's current price of $33.65, IronBridge Private Wealth, LLC's estimated gain on his FFTY holdings is $2.85 Mil, reflecting a 37.38% gain to date.

IronBridge Private Wealth, LLC FFTY ($33.65) Holding Chart

IronBridge Private Wealth, LLC FFTY ($33.65) 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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