Beacon Financial Group Innovator Etfs Tr Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Innovator Etfs Tr stock. As of the latest transaction made, Beacon Financial Group holds 117,694 shares of BALT stock, worth $3.85 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
117,694
Previous 109,725
7.26%
Holding current value
$3.85 Million
Previous $3.52 Million
9.75%
% of portfolio
0.41%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
212Shares Held
35.1MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.15MShares$103 Million9.7% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.31MShares$75.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc1.72MShares$56.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.69MShares$55.3 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.07MShares$35.1 Million0.06% of portfolio