Number of Shares
131,603.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
2.52%
Total Estimate Gain
$124,064.32
% of Total Estimate Gain
3.45%

Keystone Financial Group, Inc.'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 131,603.00 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL), totaling $3.58 Mil. This investment constitutes 2.52% of their stock portfolio, and Keystone Financial Group, Inc. now holds 1.44% of the outstanding Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of JAJL, at an average price of $27.32, for a total of 131,603.00 shares. Based on historical transaction data and JAJL's current price of $28.27, Keystone Financial Group, Inc.'s estimated gain on his JAJL holdings is $124,064.32, reflecting a 3.45% gain to date.

Keystone Financial Group, Inc. JAJL ($28.27) Holding Chart

Keystone Financial Group, Inc. JAJL ($28.27) 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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