Crown Wealth Group, LLC Innovator Etfs Tr Transaction History
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
A detailed history of Crown Wealth Group, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Crown Wealth Group, LLC holds 764,336 shares of BALT stock, worth $24.8 Million. This represents 9.59% of its overall portfolio holdings.
Number of Shares
764,336
Previous 712,329
7.3%
Holding current value
$24.8 Million
Previous $22.4 Million
9.69%
% of portfolio
9.59%
Previous 12.04%
Shares
12 transactions
Others Institutions Holding BALT
# of Institutions
205Shares Held
32.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.15MShares$102 Million9.7% of portfolio
-
Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.69MShares$54.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.45MShares$47.1 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio