Number of Shares
15,729.00
Current Holdings Value*
$610,520.00
% of Portfolio
0.65%
Total Estimate Gain
$41,420.66
% of Total Estimate Gain
3.62%

Quest 10 Wealth Builders, Inc.'s Innovator U.S. Equity Power Buffer ETF - September Holding Summary

As of 2025-03-31, Quest 10 Wealth Builders, Inc. held 15,729.00 shares of Innovator U.S. Equity Power Buffer ETF - September(PSEP), totaling $610,520.00. This investment constitutes 0.65% of their stock portfolio, and Quest 10 Wealth Builders, Inc. now holds 0.09% of the outstanding Innovator U.S. Equity Power Buffer ETF - September(PSEP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $39.25 for 13,614.00 shares. Based on historical transaction data and PSEP's current price of $41.38, Quest 10 Wealth Builders, Inc.'s estimated gain on his PSEP holdings is $41,420.66, reflecting a 3.62% gain to date.

Quest 10 Wealth Builders, Inc. PSEP ($41.38) Holding Chart

Quest 10 Wealth Builders, Inc. PSEP ($41.38) 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 %

Top Ranked Articles

  • 1