Bison Wealth, LLC Innovator Etfs Tr Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 23,768 shares of BALT stock, worth $754,396. This represents 0.13% of its overall portfolio holdings.
Number of Shares
23,768
Previous 17,722
34.12%
Holding current value
$754,396
Previous $532,000
37.59%
% of portfolio
0.13%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
149Shares Held
20.2MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.08MShares$97.8 Million10.21% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.22MShares$38.7 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.7 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$25.2 Million0.01% of portfolio