O'Connor Financial Group LLC Innovator Etfs Tr Transaction History
O'Connor Financial Group LLC
- $190 Billion
- Q3 2024
A detailed history of O'Connor Financial Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, O'Connor Financial Group LLC holds 18,074 shares of BALT stock, worth $563,185. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,074
Previous 17,152
5.38%
Holding current value
$563,185
Previous $515 Million
8.18%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.72MShares$53.7 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$51.5 Million1.15% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.7 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$41.8 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.1 Million0.05% of portfolio