Number of Shares
151,099.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
0.56%
Total Estimate Gain
$663,940.64
% of Total Estimate Gain
13.85%

Syntegra Private Wealth Group, LLC's Innovator Laddered Allocation Buffer ETF Holding Summary

As of 2025-03-31, Syntegra Private Wealth Group, LLC held 151,099.00 shares of Innovator Laddered Allocation Buffer ETF(BUFB), totaling $4.75 Mil. This investment constitutes 0.56% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 2.29% of the outstanding Innovator Laddered Allocation Buffer ETF(BUFB) stock.

The initial trade took place in 2023Q1. And since then Syntegra Private Wealth Group, LLC has made 6 purchases of BUFB, at an average price of $29.50, for a total of 162,534.00 shares. In addition, there have been 2 sales at an average price of $26.28 for 11,435.00 shares. Based on historical transaction data and BUFB's current price of $34.14, Syntegra Private Wealth Group, LLC's estimated gain on his BUFB holdings is $663,940.64, reflecting a 13.85% gain to date.

Syntegra Private Wealth Group, LLC BUFB ($34.14) Holding Chart

Syntegra Private Wealth Group, LLC BUFB ($34.14) 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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