Fiscal Wisdom Wealth Management, LLC Innovator Etfs Tr Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 58,073 shares of BALT stock, worth $1.91 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
58,073Holding current value
$1.91 Million% of portfolio
1.81%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
231Shares Held
36MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.65MShares$87.2 Million7.84% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ2.31MShares$76 Million0.14% of portfolio
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Envestnet Asset Management Inc1.83MShares$60.2 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.69MShares$55.7 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.07MShares$35.3 Million0.06% of portfolio