Arete Wealth Advisors, LLC Innovator Etfs Tr Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 12,150 shares of BALT stock, worth $380,538. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,150
Previous 12,150
-0.0%
Holding current value
$380,538
Previous $375,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.9MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.5 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.8 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.2 Million0.05% of portfolio