Core Wealth Advisors, Inc. Innovator Etfs Tr Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 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 92,348 shares of BALT stock, worth $2.88 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
92,348
Previous 82,770
11.57%
Holding current value
$2.88 Million
Previous $2.49 Million
14.57%
% of portfolio
0.92%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.9MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.1 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$53.7 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.5 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$41.8 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.1 Million0.05% of portfolio