Dfpg Investments, LLC Innovator Etfs Tr Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Dfpg Investments, LLC holds 62,275 shares of BALT stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
62,275
Previous 62,340
0.1%
Holding current value
$1.95 Million
Previous $1.73 Million
2.65%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.9MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.3 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$53.9 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.7 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.2 Million0.05% of portfolio