Worth Financial Advisory Group, LLC SFLR Holdings History
Worth Financial Advisory Group, LLC's Innovator Equity Managed Floor ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 140,936.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $4.73 Mil. This investment constitutes 2.9% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0.55% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.
The initial trade took place in 2024Q3. And since then Worth Financial Advisory Group, LLC has made 3 purchases of SFLR, at an average price of $32.34, for a total of 148,769.00 shares. In addition, there have been 1 sales at an average price of $31.92 for 7,833.00 shares. Based on historical transaction data and SFLR's current price of $34.17, Worth Financial Advisory Group, LLC's estimated gain on his SFLR holdings is $253,974.03, reflecting a 5.28% gain to date.
Worth Financial Advisory Group, LLC SFLR ($34.17) Holding Chart
Worth Financial Advisory Group, LLC SFLR ($34.17) 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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