Long Island Wealth Management, Inc. KJAN Holdings History
Long Island Wealth Management, Inc.'s Innovator U.S. Small Cap Power Buffer ETF - January Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 295,780.00 shares of Innovator U.S. Small Cap Power Buffer ETF - January(KJAN), totaling $10.57 Mil. This investment constitutes 6.44% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 3.51% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - January(KJAN) stock.
The initial trade took place in 2024Q4. And since then Long Island Wealth Management, Inc. has made 2 purchases of KJAN, at an average price of $38.07, for a total of 295,780.00 shares. Based on historical transaction data and KJAN's current price of $38.10, Long Island Wealth Management, Inc.'s estimated gain on his KJAN holdings is $8,782.75, reflecting a 0.08% gain to date.
Long Island Wealth Management, Inc. KJAN ($38.10) Holding Chart
Long Island Wealth Management, Inc. KJAN ($38.10) 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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