Concurrent Investment Advisors, LLC Innovator Etfs Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,270 shares of BALT stock, worth $368,867. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,270Holding current value
$368,867% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
215Shares Held
35.2MCall 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