WPWealth LLP PJUN Holdings History

Number of Shares
109,264.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
0.84%
Total Estimate Gain
$698,000.12
% of Total Estimate Gain
11.72%

WPWealth LLP's Innovator U.S. Equity Power Buffer ETF - June Holding Summary

As of 2024-12-31, WPWealth LLP held 109,264.00 shares of Innovator U.S. Equity Power Buffer ETF - June(PJUN), totaling $4.10 Mil. This investment constitutes 0.84% of their stock portfolio, and WPWealth LLP now holds 0.73% of the outstanding Innovator U.S. Equity Power Buffer ETF - June(PJUN) stock.

The initial trade took place in 2024Q2. And since then WPWealth LLP has made 1 purchases of PJUN, at an average price of $34.89, for a total of 170,631.00 shares. In addition, there have been 2 sales at an average price of $37.25 for 61,367.00 shares. Based on historical transaction data and PJUN's current price of $39.95, WPWealth LLP's estimated gain on his PJUN holdings is $698,000.12, reflecting a 11.72% gain to date.

WPWealth LLP PJUN ($39.95) Holding Chart

WPWealth LLP PJUN ($39.95) 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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