Number of Shares
19,387.00
Current Holdings Value*
$671,180.00
% of Portfolio
0.1%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
20.98%

Onyx Bridge Wealth Group LLC's Innovator U.S. Equity Ultra Buffer ETF - August Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 19,387.00 shares of Innovator U.S. Equity Ultra Buffer ETF - August(UAUG), totaling $671,180.00. This investment constitutes 0.1% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.46% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - August(UAUG) stock.

The initial trade took place in 2023Q3. And since then Onyx Bridge Wealth Group LLC has made 4 purchases of UAUG, at an average price of $29.56, for a total of 247,578.00 shares. In addition, there have been 3 sales at an average price of $35.59 for 228,191.00 shares. Based on historical transaction data and UAUG's current price of $37.89, Onyx Bridge Wealth Group LLC's estimated gain on his UAUG holdings is $1.54 Mil, reflecting a 20.98% gain to date.

Onyx Bridge Wealth Group LLC UAUG ($37.89) Holding Chart

Onyx Bridge Wealth Group LLC UAUG ($37.89) 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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