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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$29.76 - $30.83 $285,041 - $295,289
9,578 Added 11.57%
92,348 $2.85 Million
Q2 2024

Aug 15, 2024

BUY
$28.96 - $30.04 $2.01 Million - $2.08 Million
69,345 Added 516.54%
82,770 $2.49 Million
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

About INNOVATOR ETFS TR


  • Ticker BALT
More about BALT
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