Number of Shares
142,829.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
1.43%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
26.25%

Stuart Chaussee & Associates, Inc.'s Innovator U.S. Equity Power Buffer ETF - July Holding Summary

As of 2025-03-31, Stuart Chaussee & Associates, Inc. held 142,829.00 shares of Innovator U.S. Equity Power Buffer ETF - July(PJUL), totaling $5.74 Mil. This investment constitutes 1.43% of their stock portfolio, and Stuart Chaussee & Associates, Inc. now holds 0.67% of the outstanding Innovator U.S. Equity Power Buffer ETF - July(PJUL) stock.

The initial trade took place in 2023Q4. And since then Stuart Chaussee & Associates, Inc. has made 1 purchases of PJUL, at an average price of $34.63, for a total of 155,129.00 shares. In addition, there have been 1 sales at an average price of $38.26 for 12,300.00 shares. Based on historical transaction data and PJUL's current price of $44.19, Stuart Chaussee & Associates, Inc.'s estimated gain on his PJUL holdings is $1.41 Mil, reflecting a 26.25% gain to date.

Stuart Chaussee & Associates, Inc. PJUL ($44.19) Holding Chart

Stuart Chaussee & Associates, Inc. PJUL ($44.19) 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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