Number of Shares
56,237.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.65%
Total Estimate Gain
$61,289.86
% of Total Estimate Gain
2.91%

Wood Tarver Financial Group, LLC's Innovator U.S. Small Cap Power Buffer ETF - January Holding Summary

As of 2025-03-31, Wood Tarver Financial Group, LLC held 56,237.00 shares of Innovator U.S. Small Cap Power Buffer ETF - January(KJAN), totaling $2.01 Mil. This investment constitutes 0.65% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.67% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - January(KJAN) stock.

The initial trade took place in 2024Q4. And since then Wood Tarver Financial Group, LLC has made 1 purchases of KJAN, at an average price of $37.44, for a total of 56,237.00 shares. Based on historical transaction data and KJAN's current price of $38.53, Wood Tarver Financial Group, LLC's estimated gain on his KJAN holdings is $61,289.86, reflecting a 2.91% gain to date.

Wood Tarver Financial Group, LLC KJAN ($38.53) Holding Chart

Wood Tarver Financial Group, LLC KJAN ($38.53) 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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