Number of Shares
29,186.00
Current Holdings Value*
$788,330.00
% of Portfolio
0.46%
Total Estimate Gain
$62,706.50
% of Total Estimate Gain
5.97%

YARGER WEALTH STRATEGIES, LLC's Innovator Nasdaq-100 Managed Floor ETF Holding Summary

As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 29,186.00 shares of Innovator Nasdaq-100 Managed Floor ETF(QFLR), totaling $788,330.00. This investment constitutes 0.46% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.29% of the outstanding Innovator Nasdaq-100 Managed Floor ETF(QFLR) stock.

The initial trade took place in 2024Q3. And since then YARGER WEALTH STRATEGIES, LLC has made 2 purchases of QFLR, at an average price of $28.43, for a total of 36,940.00 shares. In addition, there have been 1 sales at an average price of $28.62 for 7,754.00 shares. Based on historical transaction data and QFLR's current price of $30.53, YARGER WEALTH STRATEGIES, LLC's estimated gain on his QFLR holdings is $62,706.50, reflecting a 5.97% gain to date.

YARGER WEALTH STRATEGIES, LLC QFLR ($30.53) Holding Chart

YARGER WEALTH STRATEGIES, LLC QFLR ($30.53) 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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