Hbw Advisory Services LLC Innovator Etfs Tr Transaction History
Hbw Advisory Services LLC
- $789 Million
- Q3 2025
A detailed history of Hbw Advisory Services LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Hbw Advisory Services LLC holds 61,715 shares of BALT stock, worth $2.04 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
61,715
Previous 48,355
27.63%
Holding current value
$2.04 Million
Previous $1.55 Million
30.56%
% of portfolio
0.26%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
237Shares Held
38.9MCall 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