Worth Financial Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Worth Financial Advisory Group, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
20,460
Previous 16,135 26.81%
Holding current value
$568 Million
Previous $413 Million 37.41%
% of portfolio
0.35%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
4,325 Added 26.81%
20,460 $568 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5,590 Added 53.01%
16,135 $413 Million
Q3 2024

Oct 24, 2024
BUY
N/A
645 Added 6.52%
10,545 $276 Million
Q2 2024

Jul 26, 2024
BUY
N/A
9,900 New
9,900 $247 Million
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