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 $11.8 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
367,244Holding current value
$11.8 Million% of portfolio
1.66%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
201Shares Held
29.3MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$111 Million11.51% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.1 Million0.02% of portfolio
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Envestnet Asset Management Inc1.83MShares$58.9 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57 Million0.13% of portfolio
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Commonwealth Equity Services, LLC1.06MShares$34 Million0.05% of portfolio