Modern Wealth Management, LLC Innovator Etfs Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,138 shares of BALT stock, worth $334,452. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,138
Previous 9,224 9.91%
Holding current value
$334,452
Previous $295,000 112689.49%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$32.11 - $32.82 $29,348 - $29,997
914 Added 9.91%
10,138 $333 Million
Q2 2025

Aug 14, 2025
BUY
$30.33 - $32.1 $82,861 - $87,697
2,732 Added 42.08%
9,224 $295,000
Q1 2025

May 15, 2025
BUY
$31.31 - $31.89 $203,264 - $207,029
6,492 New
6,492 $204 Million

Others Institutions Holding BALT

# of Institutions
236
Shares Held
38.8M
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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