Arete Wealth Advisors, LLC Innovator Etfs Tr Transaction History
Arete Wealth Advisors, LLC
- $1.22 Billion
- Q2 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 $374,463. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,150
Previous 10,150
19.7%
Holding current value
$374,463
Previous $296,000
23.31%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.1 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.2 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio