Arq Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 240,997 shares of BALT stock, worth $7.57 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

240,997

Holding current value

$7.57 Million

% of portfolio

2.88%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$31.31 - $31.89 $7.55 Million - $7.69 Million	240,997 New	240,997 $7.56 Million

Others Institutions Holding BALT

# of Institutions

183

Shares Held

22.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.83M
Shares

$57.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.3 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$34.9 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$25 Million
0.01% of portfolio
Crown Wealth Group, LLC

712K
Shares

$22.4 Million
12.04% 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 Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.

Account

Arq Wealth Advisors, LLC Innovator Etfs Tr Transaction History