Winnow Wealth LLC Innovator Etfs Tr Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Aug 26, 2025	BUY	$31.31 - $31.89 $4.37 Million - $4.45 Million	139,622 New	139,622 $4.38 Billion

Others Institutions Holding BALT

# of Institutions

215

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

3.15M
Shares

$103 Million
9.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.31M
Shares

$75.5 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$56.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.69M
Shares

$55.3 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.07M
Shares

$35.1 Million
0.06% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

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