Act Advisors, Llc. Innovator Etfs Tr Transaction History

Act Advisors, Llc.

$212 Million
Q2 2025

A detailed history of Act Advisors, Llc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Act Advisors, Llc. holds 13,388 shares of BALT stock, worth $437,921. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,388

Previous 13,388 -0.0%

Holding current value

$437,921

Previous $420,000 2.14%

% of portfolio

0.2%

Previous 0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$29.76 - $30.83 $398,426 - $412,752	13,388 New	13,388 $412,000

Others Institutions Holding BALT

# of Institutions

206

Shares Held

33.3M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.15M
Shares

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

2.31M
Shares

$75.4 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
Commonwealth Equity Services, LLC

1.08M
Shares

$35.5 Million
0.05% of portfolio

View Full List

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 Act Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Act Advisors, Llc. with notifications on news.

Account