Castle Wealth Management LLC Innovator Etfs Tr Transaction History
Castle Wealth Management LLC
- $214 Million
- Q3 2025
A detailed history of Castle Wealth Management LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Castle Wealth Management LLC holds 8,272 shares of BALT stock, worth $270,742. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,272Holding current value
$270,742% of portfolio
0.13%Shares
1 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
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Advisor Group Holdings, Inc. Phoenix, AZ2.31MShares$75.5 Million0.14% of portfolio
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Envestnet Asset Management Inc1.72MShares$56.2 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.69MShares$55.3 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.07MShares$35.1 Million0.06% of portfolio