Holos Integrated Wealth LLC Innovator Etfs Tr Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 164,765 shares of BALT stock, worth $5.44 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
164,765
Previous 155,478 5.97%
Holding current value
$5.44 Million
Previous $5.08 Billion 8.7%
% of portfolio
3.08%
Previous 2.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$32.7 - $33.07 $303,684 - $307,121
9,287 Added 5.97%
164,765 $5.53 Billion
Q3 2025

Jan 05, 2026
BUY
$32.11 - $32.82 $290,595 - $297,021
9,050 Added 6.18%
155,478 $5.08 Billion
Q2 2025

Aug 13, 2025
BUY
$30.33 - $32.1 $502,810 - $532,153
16,578 Added 12.77%
146,428 $4.75 Billion
Q1 2025

Aug 08, 2025
BUY
$31.31 - $31.89 $4.07 Million - $4.14 Million
129,850 New
129,850 $4.07 Billion

Others Institutions Holding BALT

# of Institutions
237
Shares Held
38.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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