Legacy Investment Solutions, LLC Innovator Etfs Tr Transaction History

Legacy Investment Solutions, LLC

$142 Million
Q3 2024

A detailed history of Legacy Investment Solutions, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 2,666 shares of BALT stock, worth $84,618. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,666

Holding current value

$84,618

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$29.76 - $30.83 $79,340 - $82,192	2,666 New	2,666 $82,000

Others Institutions Holding BALT

# of Institutions

144

Shares Held

19.6M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

3.08M
Shares

$97.8 Million
10.21% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$54.7 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.34M
Shares

$42.6 Million
0.1% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$33.7 Million
0.05% of portfolio
Compass Advisory Group LLC

655K
Shares

$20.8 Million
9.82% of portfolio

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About INNOVATOR ETFS TR

Ticker BALT

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Legacy Investment Solutions, LLC Innovator Etfs Tr Transaction History