Kingsview Wealth Management, LLC Innovator Etfs Tr Transaction History
Kingsview Wealth Management, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 222,788 shares of BALT stock, worth $6.69 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
222,788
Previous 1,302,512
82.9%
Holding current value
$6.69 Million
Previous $37.2 Million
82.48%
% of portfolio
0.17%
Previous 1.13%
Shares
11 transactions
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio