4 J Wealth Management LLC Innovator Etfs Tr Transaction History

4 J Wealth Management LLC

$102 Million
Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 65,597 shares of BALT stock, worth $2.09 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

65,597

Holding current value

$2.09 Million

% of portfolio

2.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$31.31 - $31.89 $2.05 Million - $2.09 Million	65,597 New	65,597 $2.06 Million

Others Institutions Holding BALT

# of Institutions

200

Shares Held

29.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.44M
Shares

$110 Million
11.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.84M
Shares

$58.8 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$58.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.78M
Shares

$56.7 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.8 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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4 J Wealth Management LLC Innovator Etfs Tr Transaction History