Harbor Investment Advisory, LLC Innovator Etfs Tr Transaction History

Harbor Investment Advisory, LLC

$1.19 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$27.8 - $28.21 $5,893 - $5,980	212 New	212 $5,000

Others Institutions Holding BALT

# of Institutions

130

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

2.06M
Shares

$64.5 Million
7.07% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54 Million
0.02% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

1.65M
Shares

$51.8 Million
1.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.1 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.3 Million
0.05% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

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