Accuvest Global Advisors Innovator Etfs Tr Transaction History

Accuvest Global Advisors

$113 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$26.55 - $27.23 $2.47 Million - $2.53 Million	93,000 New	93,000 $2.53 Million

Others Institutions Holding BALT

# of Institutions

130

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

2.06M
Shares

$64.5 Million
7.07% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54 Million
0.02% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

1.65M
Shares

$51.8 Million
1.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.1 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.3 Million
0.05% 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 Accuvest Global Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Accuvest Global Advisors with notifications on news.