Pinnacle Wealth Management Group, Inc. SFLR Holdings History
Pinnacle Wealth Management Group, Inc.'s Innovator Equity Managed Floor ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 148,858.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $4.67 Mil. This investment constitutes 3.26% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.64% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.
The initial trade took place in 2024Q1. And since then Pinnacle Wealth Management Group, Inc. has made 4 purchases of SFLR, at an average price of $28.90, for a total of 173,198.00 shares. In addition, there have been 1 sales at an average price of $32.71 for 24,340.00 shares. Based on historical transaction data and SFLR's current price of $34.17, Pinnacle Wealth Management Group, Inc.'s estimated gain on his SFLR holdings is $876,808.01, reflecting a 17.52% gain to date.
Pinnacle Wealth Management Group, Inc. SFLR ($34.17) Holding Chart
Pinnacle Wealth Management Group, Inc. 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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