Long Island Wealth Management, Inc. Innovator Etfs Tr Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 45,774 shares of BALT stock, worth $1.45 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
45,774
Previous 45,843
0.15%
Holding current value
$1.45 Million
Previous $1.38 Billion
2.48%
% of portfolio
0.93%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
144Shares Held
19.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.6 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
-
Compass Advisory Group LLC655KShares$20.8 Million9.82% of portfolio