Comprehensive Financial Planning, Inc./Pa Innovator Etfs Tr Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Innovator Etfs Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 58,031 shares of BALT stock, worth $1.82 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
58,031Holding current value
$1.82 Million% of portfolio
1.54%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
157Shares Held
21.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$96.5 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$49.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.2 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$34.8 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$24.9 Million0.01% of portfolio