Brown Wealth Management, LLC Innovator Etfs Tr Transaction History

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Brown Wealth Management, LLC holds 138,183 shares of BALT stock, worth $4.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
138,183
Previous 103,822 33.1%
Holding current value
$4.4 Million
Previous $3.2 Billion 35.64%
% of portfolio
1.54%
Previous 1.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$30.76 - $31.55 $1.06 Million - $1.08 Million
34,361 Added 33.1%
138,183 $4.34 Billion
Q3 2024

Nov 14, 2024
BUY
$29.76 - $30.83 $3.09 Million - $3.2 Million
103,822 New
103,822 $3.2 Billion

Others Institutions Holding BALT

# of Institutions
156
Shares Held
21.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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