Compass Advisory Group LLC Innovator Etfs Tr Transaction History
Compass Advisory Group LLC
- $234 Million
- Q2 2025
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 694,363 shares of BALT stock, worth $22.5 Million. This represents 9.52% of its overall portfolio holdings.
Number of Shares
694,363
Previous 699,626
0.75%
Holding current value
$22.5 Million
Previous $22 Million
1.46%
% of portfolio
9.52%
Previous 10.44%
Shares
15 transactions
Others Institutions Holding BALT
# of Institutions
205Shares Held
32.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.15MShares$102 Million9.7% of portfolio
-
Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.69MShares$54.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.45MShares$47.1 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio