Bison Wealth, LLC Innovator Etfs Tr Transaction History
Bison Wealth, LLC
- $383 Million
- Q4 2024
A detailed history of Bison Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 41,232 shares of BALT stock, worth $1.31 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
41,232
Previous 23,768
73.48%
Holding current value
$1.31 Million
Previous $732,000
76.91%
% of portfolio
0.34%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
154Shares Held
21.3MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$98.1 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.59MShares$50.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.8 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$35.4 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$25.3 Million0.01% of portfolio