Number of Shares
104,134.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
1.22%
Total Estimate Gain
$-2,406.52
% of Total Estimate Gain
-0.06%

ATTICUS WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Power Buffer ETF - May Holding Summary

As of 2025-03-31, ATTICUS WEALTH MANAGEMENT, LLC held 104,134.00 shares of Innovator U.S. Equity Power Buffer ETF - May(PMAY), totaling $3.73 Mil. This investment constitutes 1.22% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.76% of the outstanding Innovator U.S. Equity Power Buffer ETF - May(PMAY) stock.

The initial trade took place in 2024Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 1 purchases of PMAY, at an average price of $35.65, for a total of 105,569.00 shares. In addition, there have been 1 sales at an average price of $36.15 for 1,435.00 shares. Based on historical transaction data and PMAY's current price of $35.62, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his PMAY holdings is $-2,406.52, reflecting a -0.06% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC PMAY ($35.62) Holding Chart

ATTICUS WEALTH MANAGEMENT, LLC PMAY ($35.62) 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