Strategic Wealth Partners Group, LLC PDEC Holdings History
Strategic Wealth Partners Group, LLC's Innovator U.S. Equity Power Buffer ETF - December Holding Summary
As of 2024-03-31, Strategic Wealth Partners Group, LLC held 158,838.00 shares of Innovator U.S. Equity Power Buffer ETF - December(PDEC), totaling $5.16 Mil. This investment constitutes 0.57% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding Innovator U.S. Equity Power Buffer ETF - December(PDEC) stock.
The initial trade took place in 2023Q1. And since then Strategic Wealth Partners Group, LLC has made 2 purchases of PDEC, at an average price of $31.03, for a total of 1.25 Mil shares. In addition, there have been 3 sales at an average price of $35.59 for 1.06 Mil shares. Based on historical transaction data and PDEC's current price of $40.59, Strategic Wealth Partners Group, LLC's estimated gain on his PDEC holdings is $6.61 Mil, reflecting a 17.10% gain to date.
Strategic Wealth Partners Group, LLC PDEC ($40.59) Holding Chart
Strategic Wealth Partners Group, LLC PDEC ($40.59) 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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