Creative One Wealth, LLC Innovator Etfs Tr Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 26,031 shares of BALT stock, worth $855,899. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,031

Holding current value

$855,899

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$30.33 - $32.1 $789,520 - $835,595	26,031 New	26,031 $835,000

Others Institutions Holding BALT

# of Institutions

206

Shares Held

33.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.15M
Shares

$104 Million
9.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.31M
Shares

$75.8 Million
0.14% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$56.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.69M
Shares

$55.6 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

1.08M
Shares

$35.6 Million
0.05% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Creative One Wealth, LLC Innovator Etfs Tr Transaction History