Core Wealth Advisors, Inc. Innovator Etfs Tr Transaction History

Core Wealth Advisors, Inc.

  • $293 Million
  • Q1 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 13,425 shares of BALT stock, worth $403,152. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,425
Previous 5,230 156.69%
Holding current value
$403,152
Previous $149,000 163.09%
% of portfolio
0.13%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$28.46 - $29.26 $233,229 - $239,785
8,195 Added 156.69%
13,425 $392,000
Q4 2023

Feb 14, 2024
BUY
$27.69 - $28.57 $144,818 - $149,421
5,230 New
5,230 $149,000

Others Institutions Holding BALT

# of Institutions
103
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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