Keystone Financial Group, Inc. Innovator Etfs Tr Transaction History

Keystone Financial Group, Inc.

$142 Billion
Q1 2025

A detailed history of Keystone Financial Group, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 25,099 shares of BALT stock, worth $798,901. This represents 0.56% of its overall portfolio holdings.

Number of Shares

25,099

Holding current value

$798,901

% of portfolio

0.56%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$31.31 - $31.89 $785,849 - $800,407	25,099 New	25,099 $791 Million

Others Institutions Holding BALT

# of Institutions

200

Shares Held

29.5M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.44M
Shares

$110 Million
11.51% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.84M
Shares

$58.6 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.83M
Shares

$58.4 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

View Full List

About INNOVATOR ETFS TR

Ticker BALT

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Keystone Financial Group, Inc. Innovator Etfs Tr Transaction History