Bison Wealth, LLC Innovator Etfs Tr Transaction History

Bison Wealth, LLC

$579 Million
Q1 2024

A detailed history of Bison Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 17,722 shares of BALT stock, worth $532,191. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,722

Holding current value

$532,191

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$28.46 - $29.26 $504,368 - $518,545	17,722 New	17,722 $518,000

Others Institutions Holding BALT

# of Institutions

103

Shares Held

13.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.91M
Shares

$57.2 Million
0.02% of portfolio
Wealthquest Corp Cincinnati, OH

1.41M
Shares

$42.2 Million
5.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

726K
Shares

$21.8 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

667K
Shares

$20 Million
0.05% of portfolio
Brookstone Capital Management

665K
Shares

$20 Million
0.39% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

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