Number of Shares
10,149.00
Current Holdings Value*
$438,190.00
% of Portfolio
0.19%
Total Estimate Gain
$34,568.94
% of Total Estimate Gain
3.45%

Siligmueller & Norvid Wealth Advisors LLC's Innovator U.S. Equity Buffer ETF - July Holding Summary

As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 10,149.00 shares of Innovator U.S. Equity Buffer ETF - July(BJUL), totaling $438,190.00. This investment constitutes 0.19% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.18% of the outstanding Innovator U.S. Equity Buffer ETF - July(BJUL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $44.73 for 12,379.00 shares. Based on historical transaction data and BJUL's current price of $47.67, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his BJUL holdings is $34,568.94, reflecting a 3.45% gain to date.

Siligmueller & Norvid Wealth Advisors LLC BJUL ($47.67) Holding Chart

Siligmueller & Norvid Wealth Advisors LLC BJUL ($47.67) 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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