Coldstream Capital Management Inc Innovator Etfs Tr Transaction History

Coldstream Capital Management Inc

$3.92 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	BUY	$25.55 - $25.95 $495,542 - $503,300	19,395 New	19,395 $502,000

Others Institutions Holding BALT

# of Institutions

103

Shares Held

13.3M

Call Options Held

0

Put Options Held

0

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

About INNOVATOR ETFS TR

Ticker BALT

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