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

Long Island Wealth Management, Inc.

$160 Billion
Q4 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 154,821 shares of BALT stock, worth $4.92 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

154,821

Previous 45,774 238.23%

Holding current value

$4.92 Million

Previous $1.41 Billion 244.7%

% of portfolio

3.04%

Previous 0.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

156

Shares Held

21.5M

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