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 $1.35 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
41,232
Previous 23,768
73.48%
Holding current value
$1.35 Million
Previous $732,000
76.91%
% of portfolio
0.34%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
223Shares Held
35.4MCall 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