Vestia Personal Wealth Advisors Innovator Etfs Tr Call Options Transaction History

Vestia Personal Wealth Advisors

$106 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BALT

# of Institutions

127

Shares Held

14.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.72M
Shares

$53.8 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.37M
Shares

$42.7 Million
6.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.17M
Shares

$36.6 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.1 Million
0.05% of portfolio
Brookstone Capital Management

624K
Shares

$19.4 Million
0.32% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.