Long Island Wealth Management, Inc. Innovator Etfs Tr Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
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 46,147 shares of BALT stock, worth $1.39 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
46,147
Previous 38,914
18.59%
Holding current value
$1.39 Million
Previous $1.11 Billion
21.4%
% of portfolio
0.95%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
103Shares Held
13.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.91MShares$57.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.41MShares$42.2 Million5.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ726KShares$21.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL667KShares$20 Million0.05% of portfolio
-
Brookstone Capital Management665KShares$20 Million0.39% of portfolio