Balance Wealth, LLC Innovator Etfs Tr Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 21,396 shares of BALT stock, worth $671,406. This represents 0.44% of its overall portfolio holdings.

Number of Shares

21,396

Holding current value

$671,406

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$31.31 - $31.89 $669,908 - $682,318	21,396 New	21,396 $671 Million

Others Institutions Holding BALT

# of Institutions

165

Shares Held

19.8M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.59M
Shares

$49.9 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.22M
Shares

$38.2 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.11M
Shares

$34.8 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

795K
Shares

$24.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

767K
Shares

$24.1 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

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