Number of Shares
223,966.00
Current Holdings Value*
$7.16 Mil
% of Portfolio
4.36%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
18.23%

Long Island Wealth Management, Inc.'s Innovator International Developed Power Buffer ETF January Holding Summary

As of 2025-03-31, Long Island Wealth Management, Inc. held 223,966.00 shares of Innovator International Developed Power Buffer ETF January(IJAN), totaling $7.16 Mil. This investment constitutes 4.36% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 3.8% of the outstanding Innovator International Developed Power Buffer ETF January(IJAN) stock.

The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 3 purchases of IJAN, at an average price of $29.04, for a total of 246,057.00 shares. In addition, there have been 2 sales at an average price of $31.75 for 22,091.00 shares. Based on historical transaction data and IJAN's current price of $34.58, Long Island Wealth Management, Inc.'s estimated gain on his IJAN holdings is $1.30 Mil, reflecting a 18.23% gain to date.

Long Island Wealth Management, Inc. IJAN ($34.58) Holding Chart

Long Island Wealth Management, Inc. IJAN ($34.58) 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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