Kingsview Wealth Management, LLC Innovator Etfs Tr Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 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 1,653,091 shares of BALT stock, worth $51.7 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
1,653,091
Previous 214,809
669.56%
Holding current value
$51.7 Million
Previous $6.45 Million
690.14%
% of portfolio
1.15%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding BALT
# of Institutions
128Shares Held
16.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$53.9 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.8 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$41.9 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.2 Million0.05% of portfolio
-
Brookstone Capital Management624KShares$19.5 Million0.32% of portfolio