Legacy Wealth Managment, Llc/Id Innovator Etfs Tr Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 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 4,421 shares of BALT stock, worth $145,848. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,421
Previous 2,485 77.91%
Holding current value
$145,848
Previous $79,000 83.54%
% of portfolio
0.1%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$32.11 - $32.82 $62,164 - $63,539
1,936 Added 77.91%
4,421 $145,000
Q2 2025

Aug 06, 2025
SELL
$30.33 - $32.1 $2.93 Million - $3.1 Million
-96,628 Reduced 97.49%
2,485 $79,000
Q1 2025

May 16, 2025
BUY
$31.31 - $31.89 $3.02 Million - $3.08 Million
96,447 Added 3617.67%
99,113 $3.11 Million
Q3 2024

Nov 15, 2024
BUY
$29.76 - $30.83 $79,340 - $82,192
2,666 New
2,666 $82,000

Others Institutions Holding BALT

# of Institutions
237
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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