Long Island Wealth Management, Inc. Innovator Etfs Tr Transaction History

Long Island Wealth Management, Inc.

$193 Billion
Q2 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 212,397 shares of BALT stock, worth $6.97 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

212,397

Previous 213,755 0.64%

Holding current value

$6.97 Million

Previous $6.71 Billion 1.58%

% of portfolio

3.54%

Previous 4.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$30.33 - $32.1 $41,188 - $43,591	-1,358 Reduced 0.64%	212,397 $6.81 Billion
Q1 2025 May 13, 2025	BUY	$31.31 - $31.89 $1.85 Million - $1.88 Million	58,934 Added 38.07%	213,755 $6.71 Billion
Q4 2024 Feb 14, 2025	BUY	$30.76 - $31.55 $3.35 Million - $3.44 Million	109,047 Added 238.23%	154,821 $4.86 Billion
Q3 2024 Nov 12, 2024	SELL	$29.76 - $30.83 $2,053 - $2,127	-69 Reduced 0.15%	45,774 $1.41 Billion
Q2 2024 Aug 15, 2024	SELL	$28.96 - $30.04 $8,803 - $9,132	-304 Reduced 0.66%	45,843 $1.38 Billion
Q1 2024 May 13, 2024	BUY	$28.46 - $29.26 $205,851 - $211,637	7,233 Added 18.59%	46,147 $1.35 Billion
Q4 2023 Feb 14, 2024	BUY	$27.69 - $28.57 $1.08 Million - $1.11 Million	38,914 New	38,914 $1.11 Billion

Others Institutions Holding BALT

# of Institutions

206

Shares Held

33.3M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Long Island Wealth Management, Inc. Innovator Etfs Tr Transaction History