Continuum Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Continuum Wealth Advisors, LLC

$158 Million
Q3 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 6,503 shares of BALT stock, worth $203,804. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,503

Holding current value

$203,804

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$29.76 - $30.83 $193,529 - $200,487	6,503 New	6,503 $200,000

Others Institutions Holding BALT

# of Institutions

130

Shares Held

17.9M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

2.06M
Shares

$64.5 Million
7.07% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54 Million
0.02% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

1.65M
Shares

$51.8 Million
1.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.1 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.3 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Continuum Wealth Advisors, LLC Innovator Etfs Tr Transaction History