Siligmueller & Norvid Wealth Advisors LLC BJUL Holdings History
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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