Independent Wealth Network Inc. Innovator Etfs Tr Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$27.69 - $28.57 $261,365 - $269,672	9,439 New	9,439 $269,000

Others Institutions Holding BALT

# of Institutions

200

Shares Held

29.5M

Call Options Held

0

Put Options Held

0

Wealthquest Corp Cincinnati, OH

3.44M
Shares

$109 Million
11.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.84M
Shares

$58.5 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$58.3 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.78M
Shares

$56.5 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.7 Million
0.05% of portfolio

About INNOVATOR ETFS TR

Ticker BALT

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