Number of Shares
31,785.00
Current Holdings Value*
$888,890.00
% of Portfolio
0.29%
Total Estimate Gain
$-13,305.82
% of Total Estimate Gain
-0.55%

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

As of 2025-03-31, Wood Tarver Financial Group, LLC held 31,785.00 shares of Innovator U.S. Small Cap Power Buffer ETF - July(KJUL), totaling $888,890.00. This investment constitutes 0.29% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.82% of the outstanding Innovator U.S. Small Cap Power Buffer ETF - July(KJUL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.25 for 50,353.00 shares. Based on historical transaction data and KJUL's current price of $29.71, Wood Tarver Financial Group, LLC's estimated gain on his KJUL holdings is $-13,305.82, reflecting a -0.55% gain to date.

Wood Tarver Financial Group, LLC KJUL ($29.71) Holding Chart

Wood Tarver Financial Group, LLC KJUL ($29.71) 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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