Allworth Financial LP Innovator Etfs Tr Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

A detailed history of Allworth Financial LP transactions in Innovator Etfs Tr stock. As of the latest transaction made, Allworth Financial LP holds 11,500 shares of BALT stock, worth $354,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,500

Holding current value

$354,430

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$28.96 - $30.04 $333,040 - $345,460	11,500 New	11,500 $345,000

Others Institutions Holding BALT

# of Institutions

121

Shares Held

13.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.69M
Shares

$52.1 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.37M
Shares

$42.2 Million
6.47% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.17M
Shares

$36.2 Million
0.09% of portfolio
Brookstone Capital Management

637K
Shares

$19.6 Million
0.36% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

610K
Shares

$18.8 Million
2.03% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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