Consolidated Planning Corp Innovator Etfs Tr Transaction History

Consolidated Planning Corp

$710 Million
Q2 2025

A detailed history of Consolidated Planning Corp transactions in Innovator Etfs Tr stock. As of the latest transaction made, Consolidated Planning Corp holds 367,244 shares of BALT stock, worth $11.9 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

367,244

Holding current value

$11.9 Million

% of portfolio

1.66%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 18, 2025	BUY	$30.33 - $32.1 $11.1 Million - $11.8 Million	367,244 New	367,244 $11.8 Million

Others Institutions Holding BALT

# of Institutions

209

Shares Held

32.8M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.15M
Shares

$102 Million
9.7% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.84M
Shares

$59.7 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.78M
Shares

$57.6 Million
0.13% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$55.7 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

1.08M
Shares

$35.2 Million
0.05% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker BALT

More about BALT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Account

Consolidated Planning Corp Innovator Etfs Tr Transaction History