Legacy CG, LLC AOCT Holdings History

Number of Shares
674,590.00
Current Holdings Value*
$16.75 Mil
% of Portfolio
5.41%
Total Estimate Gain
$616,509.37
% of Total Estimate Gain
3.67%

Legacy CG, LLC's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 Holding Summary

As of 2025-03-31, Legacy CG, LLC held 674,590.00 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026(AOCT), totaling $16.75 Mil. This investment constitutes 5.41% of their stock portfolio, and Legacy CG, LLC now holds 19.96% of the outstanding Innovator Equity Defined Protection ETF - 2 Yr to October 2026(AOCT) stock.

The initial trade took place in 2024Q4. And since then Legacy CG, LLC has made 2 purchases of AOCT, at an average price of $24.88, for a total of 674,590.00 shares. Based on historical transaction data and AOCT's current price of $25.80, Legacy CG, LLC's estimated gain on his AOCT holdings is $616,509.37, reflecting a 3.67% gain to date.

Legacy CG, LLC AOCT ($25.80) Holding Chart

Legacy CG, LLC AOCT ($25.80) 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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