Holos Integrated Wealth LLC Innovator Etfs Tr Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 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 129,850 shares of BALT stock, worth $4.21 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
129,850Holding current value
$4.21 Million% of portfolio
2.67%Shares
1 transactions
Others Institutions Holding BALT
# of Institutions
207Shares Held
32.6MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$112 Million11.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57.6 Million0.13% of portfolio
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Envestnet Asset Management Inc1.72MShares$55.7 Million0.02% of portfolio
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Commonwealth Equity Services, LLC1.08MShares$35.2 Million0.05% of portfolio