Central Valley Advisors, LLC Innovator Etfs Tr Transaction History
Central Valley Advisors, LLC
- $264 Billion
- Q1 2025
A detailed history of Central Valley Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Central Valley Advisors, LLC holds 311,337 shares of BALT stock, worth $9.78 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
311,337
Previous 291,413
6.84%
Holding current value
$9.78 Million
Previous $9.16 Billion
6.7%
% of portfolio
3.7%
Previous 4.16%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
199Shares Held
29.5MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$108 Million11.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.84MShares$57.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$57.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$55.8 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.3 Million0.05% of portfolio