WPWealth LLP PFEB Holdings History
Number of Shares
50,412.00
Current Holdings Value*
$1.86 Mil
% of Portfolio
0.38%
Total Estimate Gain
$88,725.12
% of Total Estimate Gain
4.83%
WPWealth LLP's Innovator U.S. Equity Power Buffer ETF - February Holding Summary
As of 2024-12-31, WPWealth LLP held 50,412.00 shares of Innovator U.S. Equity Power Buffer ETF - February(PFEB), totaling $1.86 Mil. This investment constitutes 0.38% of their stock portfolio, and WPWealth LLP now holds 0.25% of the outstanding Innovator U.S. Equity Power Buffer ETF - February(PFEB) stock.
The initial trade took place in 2024Q4. And since then WPWealth LLP has made 1 purchases of PFEB, at an average price of $36.46, for a total of 50,412.00 shares. Based on historical transaction data and PFEB's current price of $38.22, WPWealth LLP's estimated gain on his PFEB holdings is $88,725.12, reflecting a 4.83% gain to date.
WPWealth LLP PFEB ($38.22) Holding Chart
WPWealth LLP PFEB ($38.22) 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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