Legacy Wealth Managment, Llc/Id Innovator Etfs Tr Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Innovator Etfs Tr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,485 shares of BALT stock, worth $80,464. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,485
Previous 99,113
97.49%
Holding current value
$80,464
Previous $3.11 Million
97.46%
% of portfolio
0.07%
Previous 2.56%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
204Shares Held
31.4MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$111 Million11.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57.5 Million0.13% of portfolio
-
Envestnet Asset Management Inc1.72MShares$55.6 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC1.08MShares$35.1 Million0.05% of portfolio