Brown Wealth Management, LLC Innovator Etfs Tr Transaction History

Brown Wealth Management, LLC

$277 Billion
Q3 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 103,822 shares of BALT stock, worth $3.25 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

103,822

Holding current value

$3.25 Million

% of portfolio

1.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

130

Shares Held

17.9M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

2.06M
Shares

$64.3 Million
7.07% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$53.9 Million
0.02% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

1.65M
Shares

$51.7 Million
1.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.2 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Brown Wealth Management, LLC Innovator Etfs Tr Transaction History