SMART Wealth LLC TFJL Holdings History
SMART Wealth LLC's Innovator 20+ Year Treasury Bond 5 Floor ETF - July Holding Summary
As of 2025-03-31, SMART Wealth LLC held 16,533.00 shares of Innovator 20+ Year Treasury Bond 5 Floor ETF - July(TFJL), totaling $343,170.00. This investment constitutes 0.12% of their stock portfolio, and SMART Wealth LLC now holds 0.97% of the outstanding Innovator 20+ Year Treasury Bond 5 Floor ETF - July(TFJL) stock.
The initial trade took place in 2024Q2. And since then SMART Wealth LLC has made 1 purchases of TFJL, at an average price of $19.95, for a total of 715,966.00 shares. In addition, there have been 2 sales at an average price of $20.28 for 699,433.00 shares. Based on historical transaction data and TFJL's current price of $19.66, SMART Wealth LLC's estimated gain on his TFJL holdings is $224,718.36, reflecting a 1.57% gain to date.
SMART Wealth LLC TFJL ($19.66) Holding Chart
SMART Wealth LLC TFJL ($19.66) 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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