Kingsview Wealth Management, LLC SFLR Holdings History
Kingsview Wealth Management, LLC's Innovator Equity Managed Floor ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 1.56 Mil shares of Innovator Equity Managed Floor ETF(SFLR), totaling $49.02 Mil. This investment constitutes 0.92% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 6.06% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.
The initial trade took place in 2023Q4. And since then Kingsview Wealth Management, LLC has made 6 purchases of SFLR, at an average price of $32.33, for a total of 1.56 Mil shares. Based on historical transaction data and SFLR's current price of $34.32, Kingsview Wealth Management, LLC's estimated gain on his SFLR holdings is $3.11 Mil, reflecting a 6.16% gain to date.
Kingsview Wealth Management, LLC SFLR ($34.32) Holding Chart
Kingsview Wealth Management, LLC SFLR ($34.32) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
