Worth Financial Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Worth Financial Advisory Group, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
59,116
Previous 48,926 20.83%
Holding current value
$1.76 Billion
Previous $1.32 Billion 33.49%
% of portfolio
1.08%
Previous 0.84%

Shares

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

Jul 16, 2025
BUY
N/A
10,190 Added 20.83%
59,116 $1.76 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
13,975 Added 39.98%
48,926 $1.32 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
18,931 Added 118.17%
34,951 $1.02 Billion
Q3 2024

Oct 24, 2024
SELL
N/A
-3,230 Reduced 16.78%
16,020 $442 Million
Q1 2024

Apr 30, 2024
BUY
N/A
19,250 New
19,250 $502 Million
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