MPWM ADVISORY SOLUTIONS, LLC SFLR Holdings History
Number of Shares
145,614.00
Current Holdings Value*
$4.57 Mil
% of Portfolio
3.32%
Total Estimate Gain
$213,459.18
% of Total Estimate Gain
4.48%
MPWM ADVISORY SOLUTIONS, LLC's Innovator Equity Managed Floor ETF Holding Summary
As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 145,614.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $4.57 Mil. This investment constitutes 3.32% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.57% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.
The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of SFLR, at an average price of $32.70, for a total of 145,614.00 shares. Based on historical transaction data and SFLR's current price of $34.17, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his SFLR holdings is $213,459.18, reflecting a 4.48% gain to date.
MPWM ADVISORY SOLUTIONS, LLC SFLR ($34.17) Holding Chart
MPWM ADVISORY SOLUTIONS, LLC SFLR ($34.17) 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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