Compass Advisory Group LLC Innovator Etfs Tr Transaction History
Compass Advisory Group LLC
- $146 Million
- Q2 2024
A detailed history of Compass Advisory Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Compass Advisory Group LLC holds 46,510 shares of BALT stock, worth $1.43 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
46,510
Previous 50,139
7.24%
Holding current value
$1.43 Million
Previous $1.47 Million
4.84%
% of portfolio
0.96%
Previous 0.99%
Shares
11 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.1 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.2 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio