Diversify Advisory Services, LLC Innovator Etfs Tr Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 61,490 shares of BALT stock, worth $2.03 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
61,490
Previous 34,550
77.97%
Holding current value
$2.03 Million
Previous $1.12 Billion
80.93%
% of portfolio
0.07%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BALT
# of Institutions
236Shares Held
38.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.3 Million7.84% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.33MShares$76.9 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.1MShares$69.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.25MShares$41.1 Million0.05% of portfolio