Balance Wealth, LLC INNOVATOR ETFS TRUST Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025
Number of Shares
23,498
Previous 24,776 5.16%
Holding current value
$646 Million
Previous $669 Million 3.43%
% of portfolio
0.16%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-1,278 Reduced 5.16%
23,498 $646 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-1,498 Reduced 5.7%
24,776 $669 Million
Q1 2025

Apr 23, 2025
BUY
N/A
26,274 New
26,274 $691 Million
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