Crown Wealth Group, LLC Innovator Etfs Tr Transaction History
Crown Wealth Group, LLC
- $192 Million
- Q2 2024
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 275,310 shares of BALT stock, worth $8.46 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
275,310
Previous 459,024
40.02%
Holding current value
$8.46 Million
Previous $13.4 Million
38.45%
% of portfolio
4.31%
Previous 7.19%
Shares
8 transactions
Others Institutions Holding BALT
# of Institutions
121Shares Held
13.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$51.9 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.1 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.1 Million0.09% of portfolio
-
Brookstone Capital Management637KShares$19.6 Million0.36% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH610KShares$18.8 Million2.03% of portfolio