PTM WEALTH MANAGEMENT, LLC ZALT Holdings History
PTM WEALTH MANAGEMENT, LLC's Innovator U.S. Equity 10 Buffer ETF - Quarterly Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 248,756.00 shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT), totaling $7.71 Mil. This investment constitutes 5.1% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 1.59% of the outstanding Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $30.02 for 18,932.00 shares. Based on historical transaction data and ZALT's current price of $31.23, PTM WEALTH MANAGEMENT, LLC's estimated gain on his ZALT holdings is $306,348.52, reflecting a 3.81% gain to date.
PTM WEALTH MANAGEMENT, LLC ZALT ($31.23) Holding Chart
PTM WEALTH MANAGEMENT, LLC ZALT ($31.23) 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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