Wealthquest Corp ZALT Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$11.02 Mil
% of Total Estimate Gain
5.33%

Wealthquest Corp's Innovator U.S. Equity 10 Buffer ETF - Quarterly Holding Summary

As of 2025-03-31, Wealthquest Corp held - shares of Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealthquest Corp now holds 0% of the outstanding Innovator U.S. Equity 10 Buffer ETF - Quarterly(ZALT) stock.

The initial trade took place in 2023Q4. And since then Wealthquest Corp has made 5 purchases of ZALT, at an average price of $29.06, for a total of 7.12 Mil shares. In addition, there have been 2 sales at an average price of $29.94 for 3.37 Mil shares. Based on historical transaction data and ZALT's current price of $31.21, Wealthquest Corp's estimated gain on his ZALT holdings is $11.02 Mil, reflecting a 5.33% gain to date.

Wealthquest Corp ZALT ($31.21) Holding Chart

Wealthquest Corp ZALT ($31.21) 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 %

Top Ranked Articles

  • 1