Number of Shares
27,974.00
Current Holdings Value*
$878,090.00
% of Portfolio
0.51%
Total Estimate Gain
$92,758.30
% of Total Estimate Gain
10.22%

YARGER WEALTH STRATEGIES, LLC's Innovator Equity Managed Floor ETF Holding Summary

As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 27,974.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $878,090.00. This investment constitutes 0.51% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.12% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.

The initial trade took place in 2024Q1. And since then YARGER WEALTH STRATEGIES, LLC has made 4 purchases of SFLR, at an average price of $30.87, for a total of 29,403.00 shares. In addition, there have been 1 sales at an average price of $32.70 for 1,429.00 shares. Based on historical transaction data and SFLR's current price of $34.09, YARGER WEALTH STRATEGIES, LLC's estimated gain on his SFLR holdings is $92,758.30, reflecting a 10.22% gain to date.

YARGER WEALTH STRATEGIES, LLC SFLR ($34.09) Holding Chart

YARGER WEALTH STRATEGIES, LLC SFLR ($34.09) 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