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 $206,275. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,503

Holding current value

$206,275

% 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

136

Shares Held

20.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.7 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.7 Million
0.02% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

1.65M
Shares

$52.4 Million
1.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.6 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.7 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Account

Continuum Wealth Advisors, LLC Innovator Etfs Tr Transaction History