WETZEL INVESTMENT ADVISORS, INC. SFLR Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Innovator Equity Managed Floor ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 398,084.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $13.38 Mil. This investment constitutes 6.12% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 1.57% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.
The initial trade took place in 2024Q3. And since then WETZEL INVESTMENT ADVISORS, INC. has made 4 purchases of SFLR, at an average price of $31.81, for a total of 398,084.00 shares. Based on historical transaction data and SFLR's current price of $34.17, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his SFLR holdings is $940,281.72, reflecting a 7.43% gain to date.
WETZEL INVESTMENT ADVISORS, INC. SFLR ($34.17) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. SFLR ($34.17) 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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