SMART Wealth LLC EALT Holdings History

Number of Shares
416,270.00
Current Holdings Value*
$12.80 Mil
% of Portfolio
4.59%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
9.74%

SMART Wealth LLC's Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly Holding Summary

As of 2025-03-31, SMART Wealth LLC held 416,270.00 shares of Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly(EALT), totaling $12.80 Mil. This investment constitutes 4.59% of their stock portfolio, and SMART Wealth LLC now holds 9.79% of the outstanding Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly(EALT) stock.

The initial trade took place in 2024Q1. And since then SMART Wealth LLC has made 1 purchases of EALT, at an average price of $28.82, for a total of 844,816.00 shares. In addition, there have been 2 sales at an average price of $30.07 for 428,546.00 shares. Based on historical transaction data and EALT's current price of $33.23, SMART Wealth LLC's estimated gain on his EALT holdings is $2.37 Mil, reflecting a 9.74% gain to date.

SMART Wealth LLC EALT ($33.23) Holding Chart

SMART Wealth LLC EALT ($33.23) 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 %

Top Ranked Articles

  • 1