Number of Shares
659,766.00
Current Holdings Value*
$20.32 Mil
% of Portfolio
17.58%
Total Estimate Gain
$836,608.46
% of Total Estimate Gain
4.25%

Pitti Group Wealth Management, LLC's Innovator U.S. Equity 10 Buffer ETF - Quarterly Holding Summary

As of 2025-06-30, Pitti Group Wealth Management, LLC held 659,766.00 shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT), totaling $20.32 Mil. This investment constitutes 17.58% of their stock portfolio, and Pitti Group Wealth Management, LLC now holds 3.77% of the outstanding Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT) stock.

The initial trade took place in 2024Q4. And since then Pitti Group Wealth Management, LLC has made 3 purchases of ZALT, at an average price of $29.87, for a total of 659,766.00 shares. Based on historical transaction data and ZALT's current price of $31.13, Pitti Group Wealth Management, LLC's estimated gain on his ZALT holdings is $836,608.46, reflecting a 4.25% gain to date.

Pitti Group Wealth Management, LLC ZALT ($31.13) Holding Chart

Pitti Group Wealth Management, LLC ZALT ($31.13) 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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