Bcs Wealth Management Innovator Etfs Tr Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Innovator Etfs Tr stock. As of the latest transaction made, Bcs Wealth Management holds 40,466 shares of BALT stock, worth $1.22 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
40,466
Previous 41,958
3.56%
Holding current value
$1.22 Million
Previous $1.2 Million
1.25%
% of portfolio
0.38%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio