Balance Wealth, LLC INNOVATOR ETFS TRUST Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Number of Shares
19,195
Previous 23,498 18.31%
Holding current value
$535 Million
Previous $646 Million 17.28%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-4,303 Reduced 18.31%
19,195 $535 Million
Q3 2025

Oct 20, 2025
SELL
N/A
-1,278 Reduced 5.16%
23,498 $646 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-1,498 Reduced 5.7%
24,776 $669 Million
Q1 2025

Apr 23, 2025
BUY
N/A
26,274 New
26,274 $691 Million
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