Nbz Investment Advisors LLC Innovator Etfs Tr Transaction History

Nbz Investment Advisors LLC

$179 Billion
Q4 2024

A detailed history of Nbz Investment Advisors LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 395,268 shares of BALT stock, worth $12.6 Million. This represents 6.93% of its overall portfolio holdings.

Number of Shares

395,268

Holding current value

$12.6 Million

% of portfolio

6.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$30.76 - $31.55 $12.2 Million - $12.5 Million	395,268 New	395,268 $12.4 Billion

Others Institutions Holding BALT

# of Institutions

149

Shares Held

20.9M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.8 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.8 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.7 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$35.3 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$25.2 Million
0.01% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Nbz Investment Advisors LLC Innovator Etfs Tr Transaction History