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
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio